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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
1451
Brewin Dolphin Wealth Management
Ireland
$20K
PAI
1452
Pittenger & Anderson Inc
Nebraska
$20K
RWM
1453
Raffa Wealth Management
District of Columbia
$19.3K
RAM
1454
Riggs Asset Management
Pennsylvania
$19K -$9.05K -150 -33%
AA
1455
Addison Advisors
Vermont
$19K
CF
1456
Concorde Financial
Texas
$19K
AFG
1457
Albion Financial Group
Utah
$18K
DSC
1458
Duncker Streett & Co
Missouri
$18K
TCCM
1459
Timber Creek Capital Management
Massachusetts
$18K
TF
1460
TimeScale Financial
Massachusetts
$18K +$121 +2 +0.7%
NFSG
1461
Newbridge Financial Services Group
Florida
$18K +$1.09K +18 +7%
SAM
1462
Strategic Asset Management
Minnesota
$17K
WFA
1463
West Financial Advisors
Iowa
$16K
TFA
1464
Toth Financial Advisory
Virginia
$16K +$844 +14 +6%
HWM
1465
Holloway Wealth Management
Florida
$15K
KOCAA
1466
Knights of Columbus Asset Advisors
Connecticut
$15K
WPWM
1467
Western Pacific Wealth Management
Illinois
$15K
MIM
1468
Macroview Investment Management
Maryland
$14K +$13.5K +224 New
JEST
1469
JTC Employer Solutions Trustee
Jersey
$13K
KFAA
1470
Klaas Financial Asset Advisors
Illinois
$13K +$121 +2 +1%
TIM
1471
Tortoise Investment Management
New York
$13K +$6.03K +100 +94%
AFS
1472
Annapolis Financial Services
Maryland
$13K +$7K +116 +136%
SC
1473
Siena Capital
Ohio
$13K +$12.1K +200 New
WA
1474
Win Advisors
Florida
$13K +$12.7K +211 New
LWP
1475
Lumature Wealth Partners
Georgia
$12K -$241 -4 -2%