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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1551
Global Wealth Management Investment Advisory
Florida
$37.2K +$34.3K +150 New
RDIA
1552
RE Dickinson Investment Advisors
Iowa
$37K +$1.83K +8 +6%
CB
1553
CNB Bank
Pennsylvania
$35.7K – – –
WAS
1554
Winch Advisory Services
Wisconsin
$35K +$229 +1 +0.7%
EARNEST Partners
1555
EARNEST Partners
Georgia
$33.7K – – –
PCTC
1556
Perkins Coie Trust Company
Washington
$33.2K – – –
BWM
1557
Baystate Wealth Management
Massachusetts
$33.2K +$11.4K +50 +60%
CMP
1558
Coston McIsaac & Partners
Maine
$33K – – –
HS
1559
Horan Securities
United States
$32.3K – – –
BFPW
1560
BOK Financial Private Wealth
Colorado
$30.1K – – –
LFA
1561
Level Financial Advisors
New York
$29K -$3.43K -15 -11%
QC
1562
Quent Capital
New York
$28.8K – – –
BWL
1563
Bogart Wealth LLC
Virginia
$28.8K – – –
TWP
1564
TFO Wealth Partners
Ohio
$28K – – –
CTWM
1565
Cherry Tree Wealth Management
Minnesota
$27K +$24.9K +109 New
GJIA
1566
Glass Jacobson Investment Advisors
Maryland
$26.5K +$24.5K +107 New
SMFG
1567
Sumitomo Mitsui Financial Group
Japan
$26.5K +$24.3K +106 New
GG
1568
Gleason Group
Kentucky
$26.3K – – –
VWM
1569
Venturi Wealth Management
Texas
$26.3K +$1.37K +6 +6%
FFA
1570
Fairfield Financial Advisors
Massachusetts
$26K – – –
CMBA
1571
C.M. Bidwell & Associates
Hawaii
$24.8K – – –
LB
1572
Legacy Bridge
Iowa
$24.8K – – –
PSB
1573
Piscataqua Savings Bank
New Hampshire
$24.8K – – –
RWM
1574
Ruedi Wealth Management
Illinois
$24.8K – – –
SCM
1575
Silvant Capital Management
Georgia
$23.9K – – –