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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1626
Financial Management Professionals
Texas
$27K +$16K +63 +143%
PWA
1627
Provenance Wealth Advisors
Florida
$26.1K – – –
LFA
1628
Level Financial Advisors
New York
$25.6K -$4.07K -16 -14%
FGA
1629
Fortis Group Advisors
New Jersey
$25.3K +$12.7K +50 +100%
CMBA
1630
C.M. Bidwell & Associates
Hawaii
$25.3K – – –
LB
1631
Legacy Bridge
Iowa
$25.3K – – –
PSB
1632
Piscataqua Savings Bank
New Hampshire
$25.3K – – –
RWM
1633
Ruedi Wealth Management
Illinois
$25.3K – – –
VWM
1634
Valley Wealth Managers
New Jersey
$25.3K – – –
KWAG
1635
Kiely Wealth Advisory Group
North Carolina
$25.2K +$25.4K +100 New
SA
1636
Scarborough Advisors
Maryland
$25K +$25.2K +99 New
SCM
1637
Silvant Capital Management
Georgia
$24.4K – – –
JWA
1638
JFS Wealth Advisors
Pennsylvania
$23.5K -$1.02K -4 -4%
HWM
1639
HighMark Wealth Management
Minnesota
$22.9K – – –
BCM
1640
Bourgeon Capital Management
Connecticut
$22.8K – – –
OIAM
1641
OFI Invest Asset Management
France
$22.2K -$25.2M -99,234 -100%
TCA
1642
Trifecta Capital Advisors
Illinois
$21.3K – – –
BIA
1643
Bell Investment Advisors
California
$21K -$1.27K -5 -6%
FWM
1644
Focused Wealth Management
New York
$19.7K – – –
PA
1645
Pineridge Advisors
Missouri
$19.1K +$19.3K +76 New
WOC
1646
West Oak Capital
California
$19K – – –
GWSA
1647
Global Wealth Strategies & Associates
Colorado
$18.6K – – –
NECFA
1648
New England Capital Financial Advisors
Connecticut
$18.6K – – –
FP
1649
Financial Perspectives
Minnesota
$17.5K – – –
EIM
1650
Essex Investment Management
Massachusetts
$17.2K – – –