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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1051
Plante Moran Financial Advisors
Michigan
$70K – – –
GIA
1052
Goodwin Investment Advisory
Georgia
$70K +$66K +325 New
SC
1053
Seldon Capital
California
$69K – – –
CWM
1054
Cranbrook Wealth Management
Michigan
$68K -$5.08K -25 -7%
DFCM
1055
Dark Forest Capital Management
Puerto Rico
$66K -$36.6K -180 -37%
M
1056
MOTCO
Texas
$66K – – –
BDWM
1057
Brewin Dolphin Wealth Management
Ireland
$65K – – –
MHR
1058
Matthew Hamilton Rosenberg
$65K – – –
BWM
1059
Baystate Wealth Management
Massachusetts
$62K +$203 +1 +0.3%
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$61K +$32.3K +159 +130%
CFD
1061
Creative Financial Designs
Indiana
$60K +$20.5K +101 +58%
CBT
1062
CoreFirst Bank & Trust
Kansas
$58K – – –
CFFP
1063
Center for Financial Planning
Michigan
$57K – – –
MassMutual Private Wealth & Trust
1064
MassMutual Private Wealth & Trust
Connecticut
$56K +$4.88K +24 +10%
NSIM
1065
North Star Investment Management
Illinois
$55K – – –
AA
1066
AlphaMark Advisors
Kentucky
$54K – – –
CCA
1067
Column Capital Advisors
Indiana
$53K +$203 +1 +0.4%
GWS
1068
Glassman Wealth Services
Virginia
$53K +$25K +123 +100%
EW
1069
Evoke Wealth
California
$51K – – –
CFO
1070
CVA Family Office
Colorado
$51K +$38.6K +190 +422%
SWM
1071
Sugarloaf Wealth Management
Georgia
$50K – – –
GWMIA
1072
Global Wealth Management Investment Advisory
Florida
$49K – – –
CB
1073
CNB Bank
Pennsylvania
$46K +$43.1K +212 New
CFN
1074
Cordasco Financial Network
Florida
$45K – – –
SOW
1075
State of Wyoming
Wyoming
$45K +$3.86K +19 +10%