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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Compass Wealth Management
Connecticut
$48.7K – – –
AWM
677
Activest Wealth Management
Florida
$48.7K +$1.51K +6 +3%
AF
678
Atala Financial
California
$47K – – –
TFIPS
679
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.8K +$20.1K +80 +80%
RI
680
Ridgewood Investments
New Jersey
$41.9K – – –
HI
681
Harbour Investments
Wisconsin
$41.4K +$4.02K +16 +10%
BI
682
Binnacle Investments
Iowa
$41.4K +$42.7K +170 New
DJSG
683
D.J. St. Germain
Massachusetts
$38K +$39.2K +156 New
EPIM
684
Evelyn Partners Investment Management
$37.5K – – –
MCM
685
MV Capital Management
Maryland
$36.5K +$251 +1 +0.7%
AA
686
Ancora Advisors
Ohio
$36.5K – – –
BTI
687
Blue Trust Inc
Georgia
$35.6K +$19.4K +77 +112%
CHC
688
City Holding Co
West Virginia
$33.9K +$34.9K +139 New
HNW
689
High Note Wealth
Minnesota
$33.4K – – –
SWM
690
Spire Wealth Management
Virginia
$32.1K -$4.78K -19 -13%
ZBNA
691
Zions Bancorporation, National Association
Utah
$31.9K +$32.9K +131 New
GAM
692
Generali Asset Management
Italy
$31.4K -$6.28K -25 -16%
CT
693
Caldwell Trust
Florida
$30.7K – – –
CAL
694
Capital Advisors Ltd
Ohio
$29K – – –
GEA
695
Glen Eagle Advisors
New Jersey
$28.7K – – –
NEWAS
696
N.E.W. Advisory Services
Wisconsin
$27.5K +$28.4K +113 New
AA
697
Addison Advisors
Vermont
$27K – – –
AAP
698
Arax Advisory Partners
Colorado
$26.8K -$12.3K -49 -31%
RWM
699
Raffa Wealth Management
District of Columbia
$26.1K – – –
AG
700
AmeriFlex Group
Nevada
$25.1K – – –