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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1476
Caldwell Trust
Florida
$35.3K
PPW
1477
Pasadena Private Wealth
California
$35.1K
Loomis, Sayles & Company
1478
Loomis, Sayles & Company
Massachusetts
$35K +$2.22K +177 +7%
CB
1479
Community Bank
New York
$34.7K -$1.24K -99 -3%
SWA
1480
Sutton Wealth Advisors
Florida
$34.6K -$2.05K -164 -6%
BWAM
1481
Boyd Watterson Asset Management
Ohio
$33.7K
FCT
1482
First Community Trust
Iowa
$33.3K
WAM
1483
Worth Asset Management
Texas
$33.2K +$13.7K +1,098 +72%
RG
1484
Retirement Group
California
$33K -$1.25K -100 -4%
JFA
1485
JNBA Financial Advisors
Minnesota
$32.8K +$25K +2,000 +333%
CSWM
1486
Cassady Schiller Wealth Management
Ohio
$32.2K
TWD
1487
True Wealth Design
Ohio
$31.6K +$626 +50 +2%
APW
1488
Acima Private Wealth
Virginia
$31.5K
HIA
1489
Harbor Investment Advisory
Maryland
$31.5K -$488 -39 -2%
JAM
1490
JCIC Asset Management
Ontario, Canada
$29.9K
CB
1491
CNB Bank
Pennsylvania
$29.6K +$3.76K +300 +15%
CAC
1492
Core Alternative Capital
Georgia
$28.8K +$11.4K +911 +66%
WWP
1493
WR Wealth Planners
Missouri
$28K +$10.8K +860 +63%
RI
1494
Ridgewood Investments
New Jersey
$27.7K +$27.5K +2,200 New
LWA
1495
Lowe Wealth Advisors
Maryland
$27.7K
MIA
1496
Milestone Investment Advisors
Wisconsin
$27.2K +$27.1K +2,161 New
BWA
1497
Blodgett Wealth Advisors
California
$26.5K +$26.3K +2,100 New
WPA
1498
West Paces Advisors
Georgia
$26.1K -$63 -5 -0.2%
TCOV
1499
Trust Company of Vermont
Vermont
$25.5K +$1.75K +140 +7%
FSWA
1500
Financial Synergies Wealth Advisors
Texas
$25.3K +$23.9K +1,908 +1,967%