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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1076
LRI Investments
Florida
$40K +$36.7K +1,038 New
CPG
1077
Cornerstone Planning Group
New Jersey
$39.6K -$12.7K -360 -24%
HFM
1078
Hartford Financial Management
Connecticut
$39K +$1.91K +54 +6%
CA
1079
Continuum Advisory
Idaho
$37.8K +$39.5K +1,118 New
CFD
1080
Creative Financial Designs
Indiana
$37.7K – – –
BIA
1081
Bell Investment Advisors
California
$36.2K +$2.83K +80 +9%
SIC
1082
SJS Investment Consulting
Ohio
$36.2K -$141 -4 -0.4%
RWM
1083
Raffa Wealth Management
District of Columbia
$35.3K +$27.2K +768 +519%
WTA
1084
Washington Trust Advisors
Massachusetts
$33.9K – – –
BAM
1085
Bellevue Asset Management
Washington
$33.5K +$141 +4 +0.5%
FCA
1086
FinTrust Capital Advisors
South Carolina
$32.8K -$47.7K -1,350 -61%
MA
1087
MCF Advisors
Kentucky
$31.6K +$27.6K +782 +2,172%
HFS
1088
HBC Financial Services
Washington
$31K +$141 +4 +0.4%
SA
1089
SRH Advisors
Kansas
$30.9K – – –
MIM
1090
Manitou Investment Management
Ontario, Canada
$30.2K – – –
MTIC
1091
Missouri Trust & Investment Company
Missouri
$27.6K -$3.54K -100 -12%
MCM
1092
MV Capital Management
Maryland
$27.1K +$636 +18 +3%
VWA
1093
Valued Wealth Advisors
Utah
$26.5K +$5.8K +164 +31%
TAM
1094
Tucker Asset Management
Colorado
$26.1K – – –
FFO
1095
Fortitude Family Office
Arizona
$25.5K – – –
GI
1096
Gradient Investments
Minnesota
$25.1K -$53.5K -1,512 -70%
RTC
1097
Riverview Trust Company
Washington
$22.5K +$20.6K +584 New
GEA
1098
Glen Eagle Advisors
New Jersey
$22.4K +$71 +2 +0.3%
PAI
1099
Pittenger & Anderson Inc
Nebraska
$21.2K +$19.4K +550 New
EWP
1100
Elevation Wealth Partners
California
$21K +$19.2K +544 New