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Name Holding Trade Value Shares
Change
Change in
Stake
FFL
1051
Financial Freedom LLC
Ohio
$16.6K +$71 +1 +0.5%
CPG
1052
Cornerstone Planning Group
New Jersey
$16.1K +$1.13K +16 +10%
FFO
1053
Fortitude Family Office
Arizona
$15.6K +$3.05K +43 +26%
ATC
1054
Adirondack Trust Company
New York
$15.4K
JWA
1055
JFS Wealth Advisors
Pennsylvania
$15K -$2.83K -40 -17%
CWM
1056
Crowley Wealth Management
Delaware
$14.9K
SNB
1057
Security National Bank
Nebraska
$14.9K
OCM
1058
Osterweis Capital Management
California
$14.7K +$13.7K +193 +3,860%
FRA
1059
Front Row Advisors
California
$14.5K
AP
1060
Atwood & Palmer
Missouri
$14.3K +$13.6K +192 New
PC
1061
Promus Capital
Illinois
$14K
HFM
1062
Hartford Financial Management
Connecticut
$13.8K -$1.06K -15 -8%
UFF
1063
USA Financial Formulas
Michigan
$13K -$9.85K -139 -44%
MWM
1064
Mascoma Wealth Management
New Hampshire
$12.9K
AEPWM
1065
Atlantic Edge Private Wealth Management
Florida
$12.8K
BP
1066
BNP Paribas
France
$12.8K
SC
1067
SouthState Corp
Florida
$12.7K -$6.09K -86 -34%
BA
1068
Bellwether Advisors
Nebraska
$12.6K
BC
1069
Barrett & Company
Rhode Island
$12.5K
ACA
1070
American Capital Advisory
Idaho
$12.4K -$213 -3 -2%
LFASL
1071
Lugano Financial Advisors SA (LFA)
Switzerland
$12.3K
SIS
1072
Strategic Investment Solutions
Illinois
$11.7K
AFG
1073
Albion Financial Group
Utah
$11.3K
JFA
1074
JNBA Financial Advisors
Minnesota
$11.2K
PWA
1075
Physician Wealth Advisors
Utah
$11.2K +$1.56K +22 +17%