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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1201
Sentry Investment Management
Wisconsin
$61K
CT
1202
Clearstead Trust
Maine
$60.8K -$4.21K -23 -6%
SHF
1203
Safe Harbor Fiduciary
Florida
$60.6K +$60.9K +333 New
VWA
1204
VSM Wealth Advisory
Maryland
$60.1K
BFPW
1205
BOK Financial Private Wealth
Colorado
$60K
GG
1206
Gleason Group
Kentucky
$59.8K +$548 +3 +0.9%
PWPS
1207
Pinnacle Wealth Planning Services
Ohio
$59.5K +$59.8K +327 New
LI
1208
LRI Investments
Florida
$59.4K -$7.5K -41 -11%
BWM
1209
Bernard Wealth Management
Michigan
$59.2K +$366 +2 +0.6%
S
1210
Sachetta
Massachusetts
$58.6K -$39.3K -215 -40%
WG
1211
Wellington Group
Indiana
$58.2K +$58.5K +320 New
SAG
1212
SageView Advisory Group
California
$57.6K +$57.8K +316 New
CWM
1213
Cranbrook Wealth Management
Michigan
$57.1K
RBC
1214
Roble Belko & Company
Pennsylvania
$57K +$366 +2 +0.6%
CSB
1215
City State Bank
Iowa
$56.4K
SGK
1216
Steigerwald Gordon & Koch
Virginia
$55.5K
PMFA
1217
Plante Moran Financial Advisors
Michigan
$54.6K -$17.4K -95 -24%
CAC
1218
Core Alternative Capital
Georgia
$54.6K
MHR
1219
Matthew Hamilton Rosenberg
$54.6K
RAM
1220
Ramirez Asset Management
New York
$54.6K
TLCM
1221
Twin Lakes Capital Management
California
$54.6K
NFSG
1222
Newbridge Financial Services Group
Florida
$52.8K +$183 +1 +0.3%
RCM
1223
Raleigh Capital Management
North Carolina
$52.3K -$4.21K -23 -7%
SWM
1224
SHP Wealth Management
Massachusetts
$51.8K +$51.9K +284 New
RFS
1225
Richardson Financial Services
Massachusetts
$51.1K +$5.85K +32 +13%