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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1001
West Branch Capital
Massachusetts
$41K -$11.6K -316 -20%
QC
1002
Quent Capital
New York
$41K +$7.63K +208 +20%
SCA
1003
Stonebridge Capital Advisors
Minnesota
$40K +$1.8K +49 +4%
FWM
1004
Focused Wealth Management
New York
$39K +$367 +10 +0.8%
HR
1005
Howe & Rusling
New York
$39K +$5.17K +141 +13%
SWM
1006
Sugarloaf Wealth Management
Georgia
$38K +$37 +1 +0.1%
FMTCOCP
1007
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K
WAM
1008
WFA Asset Management
Wisconsin
$36.7K +$110 +3 +0.3%
HWA
1009
HHM Wealth Advisors
Tennessee
$36K
MCC
1010
Money Concepts Capital
Florida
$35K +$1.87K +51 +5%
APW
1011
Acima Private Wealth
Virginia
$32.1K
TIM
1012
Tevis Investment Management
Texas
$32K +$73 +2 +0.2%
MCM
1013
MV Capital Management
Maryland
$32K +$5.14K +140 +17%
FCA
1014
FinTrust Capital Advisors
South Carolina
$31K
FF
1015
FourThought Financial
Florida
$31K +$2.97K +81 +9%
CIR
1016
Clear Investment Research
Georgia
$31K +$35.2K +960 New
Bank Julius Baer & Co
1017
Bank Julius Baer & Co
Switzerland
$30K -$551 -15 -2%
CNBTD
1018
Citizens National Bank Trust Department
Mississippi
$30K
SL
1019
Savior LLC
Massachusetts
$30K
MIHAS
1020
Maj Invest Holding A/S
Denmark
$29K
CA
1021
Crewe Advisors
Utah
$28K +$4.26K +116 +15%
BFPW
1022
BOK Financial Private Wealth
Colorado
$27K
CCA
1023
Column Capital Advisors
Indiana
$26K
ODG
1024
O'Dell Group
Ohio
$26K
DI
1025
Disciplined Investments
Oklahoma
$26K +$2.64K +72 +10%