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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1626
Provenance Wealth Advisors
Florida
$26.1K
LFA
1627
Level Financial Advisors
New York
$25.6K -$4.07K -16 -14%
FGA
1628
Fortis Group Advisors
New Jersey
$25.3K +$12.7K +50 +100%
CMBA
1629
C.M. Bidwell & Associates
Hawaii
$25.3K
LB
1630
Legacy Bridge
Iowa
$25.3K
PSB
1631
Piscataqua Savings Bank
New Hampshire
$25.3K
RWM
1632
Ruedi Wealth Management
Illinois
$25.3K
VWM
1633
Valley Wealth Managers
New Jersey
$25.3K
KWAG
1634
Kiely Wealth Advisory Group
North Carolina
$25.2K +$25.4K +100 New
SA
1635
Scarborough Advisors
Maryland
$25K +$25.2K +99 New
SCM
1636
Silvant Capital Management
Georgia
$24.4K
JWA
1637
JFS Wealth Advisors
Pennsylvania
$23.5K -$1.02K -4 -4%
HWM
1638
HighMark Wealth Management
Minnesota
$22.9K
BCM
1639
Bourgeon Capital Management
Connecticut
$22.8K
OIAM
1640
OFI Invest Asset Management
France
$22.2K -$25.2M -99,234 -100%
TCA
1641
Trifecta Capital Advisors
Illinois
$21.3K
BIA
1642
Bell Investment Advisors
California
$21K -$1.27K -5 -6%
FWM
1643
Focused Wealth Management
New York
$19.7K
PA
1644
Pineridge Advisors
Missouri
$19.1K +$19.3K +76 New
WOC
1645
West Oak Capital
California
$19K
GWSA
1646
Global Wealth Strategies & Associates
Colorado
$18.6K
NECFA
1647
New England Capital Financial Advisors
Connecticut
$18.6K
FP
1648
Financial Perspectives
Minnesota
$17.5K
EIM
1649
Essex Investment Management
Massachusetts
$17.2K
TFGT
1650
TS Financial Group (TSFG)
Illinois
$17K