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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
1201
Baker Avenue Asset Management
California
$20.7K – – –
IAS
1202
IMA Advisory Services
Colorado
$20.4K +$18.8K +109 New
TAM
1203
Tucker Asset Management
Colorado
$20.3K -$2.24K -13 -11%
RI
1204
Ridgewood Investments
New Jersey
$19.2K – – –
CAL
1205
Capital Advisors Ltd
Ohio
$19K +$172 +1 +1%
CAL
1206
Capital Analysts LLC
Pennsylvania
$19K +$17.2K +100 New
TSWM
1207
Tyler-Stone Wealth Management
Ohio
$19K +$17.2K +100 New
SN
1208
Sittner & Nelson
Oregon
$18.7K – – –
ODG
1209
O'Dell Group
Ohio
$18.7K +$17.2K +100 New
KFP
1210
KB Financial Partners
New Jersey
$18K -$518K -3,008 -97%
TFM
1211
TFC Financial Management
Massachusetts
$17.5K +$516 +3 +3%
CCA
1212
Column Capital Advisors
Indiana
$17.4K – – –
CAS
1213
Coppell Advisory Solutions
Texas
$17.3K +$16.2K +94 New
WTG
1214
West Tower Group
Virginia
$17.2K +$15.8K +92 New
GCM
1215
Gables Capital Management
Florida
$16.8K – – –
Cohen & Steers
1216
Cohen & Steers
New York
$15K – – –
WIM
1217
Westside Investment Management
California
$14.9K – – –
OIS
1218
Okabena Investment Services
Minnesota
$14.9K +$11K +64 +400%
GWSG
1219
GPS Wealth Strategies Group
Colorado
$14.6K -$3.79K -22 -22%
CTWM
1220
Cherry Tree Wealth Management
Minnesota
$14.6K +$13.4K +78 New
PP
1221
Pacifica Partners
Canada
$14.3K +$1.03K +6 +8%
CSPIA
1222
Cary Street Partners Investment Advisory
Virginia
$14K – – –
EWP
1223
Elevation Wealth Partners
California
$14K – – –
SC
1224
Steph & Co
Wisconsin
$13.8K -$1.55K -9 -11%
ATC
1225
Adirondack Trust Company
New York
$13.7K – – –