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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
651
WealthPlan Investment Management
Nebraska
$41.6K +$40.9K +1,168 New
CWP
652
Concord Wealth Partners
Virginia
$41.4K -$4.55K -130 -10%
FDCC
653
Foster Dykema Cabot & Co
Massachusetts
$41K +$40.6K +1,160 New
CT
654
Clearstead Trust
Maine
$39.2K +$350 +10 +0.9%
GKIM
655
GW&K Investment Management
Massachusetts
$39K +$26.5K +758 +215%
AAP
656
Arax Advisory Partners
Colorado
$38.8K +$13.2K +377 +53%
CNBTD
657
Citizens National Bank Trust Department
Mississippi
$38.5K
FMII
658
Farmers & Merchants Investments Inc
Nebraska
$38.2K -$14K -400 -27%
Jones Financial Companies
659
Jones Financial Companies
Missouri
$37.6K +$8.4K +240 +29%
GFPC
660
Global Financial Private Client
Florida
$36.7K
PAM
661
Paradigm Asset Management
New York
$35.6K
WWP
662
WR Wealth Planners
Missouri
$35.6K +$35K +1,000 New
PGAM
663
Princeton Global Asset Management
New Jersey
$34.9K +$2.17K +62 +7%
TIM
664
Tortoise Investment Management
New York
$34.2K
TLCM
665
Twin Lakes Capital Management
California
$34K
TC
666
Truvestments Capital
Florida
$33.9K +$25.3K +722 +311%
FNBOSM
667
First National Bank of South Miami
Florida
$33.9K -$14.8K -424 -31%
JFA
668
JNBA Financial Advisors
Minnesota
$33.6K -$1.57K -45 -5%
NF
669
Norwood Financial
Pennsylvania
$33.3K
FHA
670
First Horizon Advisors
Tennessee
$33.3K +$8.71K +249 +36%
BAM
671
Bellevue Asset Management
Washington
$33.2K
GWS
672
Glassman Wealth Services
Virginia
$32.7K -$210 -6 -0.6%
RFA
673
Register Financial Advisors
Georgia
$32.1K -$38.3K -1,096 -55%
IHWM
674
Iron Horse Wealth Management
Iowa
$32K
PA
675
PSI Advisors
Florida
$31.8K +$35 +1 +0.1%