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First American

Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
WPG Advisers
Maryland
$5.91K +$1.07K +17 +23%
CFO
402
CVA Family Office
Colorado
$5.65K – – –
MCM
403
Manchester Capital Management
Vermont
$5.46K – – –
CTC
404
Central Trust Company
Missouri
$5.27K -$3.41K -54 -40%
ADL
405
Asset Dedication LLC
California
$5.17K -$2.08K -33 -29%
QCG
406
Quadrant Capital Group
Ohio
$4.63K +$4.54K +72 New
CA
407
CoreCap Advisors
Michigan
$3.98K -$4.86K -77 -55%
BWL
408
Bogart Wealth LLC
Virginia
$3.79K – – –
CIAM
409
Caitong International Asset Management
Hong Kong
$3.73K +$3.66K +58 New
KFI
410
Key Financial Inc
Pennsylvania
$3.64K – – –
CPG
411
Cornerstone Planning Group
New Jersey
$3.39K +$63 +1 +2%
BIA
412
Bell Investment Advisors
California
$2.96K – – –
BTI
413
Blue Trust Inc
Georgia
$2.89K – – –
SS
414
SBI Securities
Japan
$2.76K +$126 +2 +5%
GRP
415
Global Retirement Partners
California
$2.57K -$1.51K -24 -38%
ME
416
McIlrath & Eck
Washington
$2.31K -$631 -10 -22%
FFO
417
Fortitude Family Office
Arizona
$2.31K – – –
ABWM
418
Alpine Bank Wealth Management
Colorado
$2.25K -$24.5K -389 -92%
HNW
419
High Note Wealth
Minnesota
$2.06K – – –
BGAI
420
Bruce G. Allen Investments
Colorado
$1.61K +$189 +3 +14%
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$1.58K – – –
BFS
422
Bare Financial Services
Pennsylvania
$1.48K +$315 +5 +28%
CJ
423
Caitlin John
Michigan
$1.48K +$1.45K +23 New
TIM
424
Tortoise Investment Management
New York
$1.35K +$1.32K +21 New
AGWCA
425
Annis Gardner Whiting Capital Advisors
Florida
$1.22K – – –