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Name Holding Trade Value Shares
Change
Change in
Stake
TF
626
Tompkins Financial
New York
$57K – – –
AWM
627
Accel Wealth Management
Iowa
$57K +$8.26K +182 +17%
RCA
628
Ranch Capital Advisors
Florida
$56K -$18.2K -400 -24%
AWM
629
Atticus Wealth Management
Florida
$56K – – –
PB
630
Pinnacle Bancorp
Nebraska
$56K +$22.1K +487 +63%
FBT
631
First Bank & Trust
South Dakota
$55K -$151K -3,329 -73%
BWM
632
BerganKDV Wealth Management
Minnesota
$55K – – –
WTC
633
WhitTier Trust Company
Nevada
$53K -$29.8K -656 -35%
PK
634
Pflug Koory
Nebraska
$52K +$12.3K +272 +30%
FF
635
FourThought Financial
Florida
$51K -$300K -6,601 -85%
SIS
636
Sound Income Strategies
Florida
$50.1K -$54.1K -1,191 -51%
SWA
637
SOA Wealth Advisors
New York
$50K – – –
VNA
638
Valley National Advisers
Pennsylvania
$50K +$272 +6 +0.5%
BAM
639
Bellevue Asset Management
Washington
$49K – – –
CL
640
COWA LLC
Oklahoma
$49K +$7.22K +159 +17%
EI
641
Ellevest Inc
New York
$47K -$152K -3,342 -76%
GFPC
642
Global Financial Private Client
Florida
$45.7K – – –
FHC
643
First Horizon Corporation
Tennessee
$45K -$2.54K -56 -5%
LWM
644
Liberty Wealth Management
California
$44K – – –
Jones Financial Companies
645
Jones Financial Companies
Missouri
$44K +$3.72K +82 +9%
PCG
646
Private Capital Group
Connecticut
$42K -$71.4K -1,572 -63%
GI
647
Gradient Investments
Minnesota
$41K +$7.26K +160 +21%
HWA
648
HHM Wealth Advisors
Tennessee
$40K – – –
PGAM
649
Princeton Global Asset Management
New Jersey
$40K – – –
CLOS
650
Compagnie Lombard Odier SCmA
Switzerland
$39K – – –