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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1176
Baldwin Wealth Partners
Massachusetts
$16K – – –
AWG
1177
Altus Wealth Group
Colorado
$16K +$15K +133 New
CCA
1178
Childress Capital Advisors
Texas
$15K +$12.5K +111 New
TH
1179
TCTC Holdings
Texas
$15K +$14.1K +125 New
FP
1180
Financial Perspectives
Minnesota
$14.9K – – –
CIA
1181
CSat Investment Advisory
Michigan
$13K -$216K -1,915 -95%
CYG
1182
Clean Yield Group
Vermont
$13K – – –
TSW
1183
Thompson Siegel & Walmsley
Virginia
$13K – – –
FNBOSM
1184
First National Bank of South Miami
Florida
$13K +$7.35K +65 +144%
GLLW
1185
Graves Light Lenhart Wealth
Virginia
$13K +$11.9K +105 New
RA
1186
Reby Advisors
Connecticut
$13K +$12.4K +110 New
SWA
1187
SOA Wealth Advisors
New York
$13K +$12.8K +113 New
LS
1188
Leelyn Smith
Illinois
$12K – – –
TWA
1189
TCI Wealth Advisors
Arizona
$12K – – –
VCM
1190
Versant Capital Management
Arizona
$12K – – –
IFAM
1191
Institutional & Family Asset Management
Colorado
$12K +$3.84K +34 +49%
JWM
1192
Janiczek Wealth Management
Colorado
$12K +$7.8K +69 +197%
EWA
1193
Evolution Wealth Advisors
Florida
$11K -$9.61K -85 -48%
MIM
1194
Merrion Investment Management
New Jersey
$11K +$10.7K +95 New
SWA
1195
Sutton Wealth Advisors
Florida
$10.8K +$678 +6 +7%
HWM
1196
HighMark Wealth Management
Minnesota
$10K -$1.02K -9 -10%
CHA
1197
Carmichael Hill & Associates
Maryland
$10K – – –
GC
1198
Globeflex Capital
California
$10K – – –
Bank Julius Baer & Co
1199
Bank Julius Baer & Co
Switzerland
$10K +$9.38K +83 New
BSSFA
1200
Baron Silver Stevens Financial Advisors
Florida
$10K +$10.1K +89 New