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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1101
Addison Advisors
Vermont
$45.4K +$1.11K +11 +3%
UIA
1102
Ulland Investment Advisors
Minnesota
$45K – – –
BFPW
1103
BOK Financial Private Wealth
Colorado
$44.9K -$48.7K -484 -55%
MCM
1104
MV Capital Management
Maryland
$44.2K -$201 -2 -0.5%
GBT
1105
Grove Bank & Trust
Florida
$43.8K +$201 +2 +0.5%
HIA
1106
Harbor Investment Advisory
Maryland
$42.6K +$7.04K +70 +23%
PWA
1107
Physician Wealth Advisors
Utah
$42.4K +$13.6K +135 +56%
DSC
1108
Duncker Streett & Co
Missouri
$40.2K – – –
NB
1109
NBT Bank
New York
$39.5K +$1.21K +12 +4%
GA
1110
GoalVest Advisory
New York
$39.3K – – –
PK
1111
Pflug Koory
Nebraska
$39.3K – – –
TLFA
1112
True Link Financial Advisors
California
$38.8K +$34.7K +345 New
FGA
1113
Fortis Group Advisors
New Jersey
$38.7K – – –
RF
1114
Rossby Financial
Florida
$38.2K +$5.73K +57 +20%
TPWA
1115
Twin Peaks Wealth Advisors
California
$37.9K +$33.9K +337 New
AP
1116
Atwood & Palmer
Missouri
$37.1K – – –
OA
1117
Operose Advisors
Wisconsin
$36.5K +$32.7K +325 New
TC
1118
Trust Company
Kansas
$35K +$31.4K +312 New
FMII
1119
Farmers & Merchants Investments Inc
Nebraska
$33.7K – – –
DI
1120
DAGCO Inc
Ohio
$33.7K +$201 +2 +0.7%
USB
1121
Union Savings Bank
Connecticut
$33.5K – – –
FFO
1122
Fortitude Family Office
Arizona
$32.4K +$6.94K +69 +32%
BWA
1123
Basecamp Wealth Advisors
Washington
$31.5K – – –
C
1124
Covestor
United Kingdom
$31K -$8.55K -85 -24%
FW
1125
Fairway Wealth
Ohio
$30.1K +$27K +268 New