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Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
1051
Advanced Asset Management Advisors
Ohio
$33.1K +$36.3K +983 New
CIR
1052
Clear Investment Research
Georgia
$33K +$296 +8 +0.8%
Bank Julius Baer & Co
1053
Bank Julius Baer & Co
Switzerland
$32K +$517 +14 +2%
SL
1054
Savior LLC
Massachusetts
$31.8K – – –
QL
1055
Quarry LP
New York
$31.6K +$34.7K +940 New
TWA
1056
TCI Wealth Advisors
Arizona
$31.1K -$18.4K -497 -35%
FCA
1057
FinTrust Capital Advisors
South Carolina
$30.7K – – –
MIHAS
1058
Maj Invest Holding A/S
Denmark
$30K – – –
CWC
1059
Carolinas Wealth Consulting
North Carolina
$28.8K +$3.62K +98 +13%
CA
1060
Clearstead Advisors
Ohio
$28.8K +$3.29K +89 +12%
BFPW
1061
BOK Financial Private Wealth
Colorado
$28.7K – – –
RCG
1062
Rock Creek Group
District of Columbia
$27.6K -$20.9K -565 -41%
CCA
1063
Column Capital Advisors
Indiana
$27.4K – – –
TWM
1064
Tradition Wealth Management
Minnesota
$27K +$2.88K +78 +11%
BCMLT
1065
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.6K +$3.58K +97 +14%
WT
1066
Washington Trust
Rhode Island
$26.1K – – –
FCMT
1067
Founders Capital Management (Texas)
Texas
$26K – – –
ME
1068
McIlrath & Eck
Washington
$25.9K – – –
CFFP
1069
Center for Financial Planning
Michigan
$25.4K +$185 +5 +0.7%
FFC
1070
First Financial Corp
Indiana
$24.7K – – –
FMP
1071
Financial Management Professionals
Texas
$24K +$4.51K +122 +21%
AWM
1072
Ameliora Wealth Management
Switzerland
$23.5K – – –
FWM
1073
Focused Wealth Management
New York
$23.5K -$19.4K -525 -43%
BHWM
1074
Beaird Harris Wealth Management
Texas
$23.5K +$25.8K +698 New
CFD
1075
Creative Financial Designs
Indiana
$23.1K +$37 +1 +0.1%