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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1301
Addison Advisors
Vermont
$44.3K +$32.1K +152 +249%
BHWM
1302
Beaird Harris Wealth Management
Texas
$43.8K
PAI
1303
Pittenger & Anderson Inc
Nebraska
$42.2K
CT
1304
Clearstead Trust
Maine
$41.8K -$28K -133 -40%
PF
1305
PlanVest Financial
Maryland
$41.6K +$42.2K +200 New
TPWA
1306
Twin Peaks Wealth Advisors
California
$41.4K +$42K +199 New
WA
1307
WPG Advisers
Maryland
$40.3K
FFA
1308
Frazier Financial Advisors
Ohio
$39.1K
MWPCG
1309
Measured Wealth Private Client Group
New Hampshire
$39.1K
UCB
1310
United Community Bank
South Carolina
$38.9K -$220K -1,043 -85%
GWSA
1311
Global Wealth Strategies & Associates
Colorado
$38K +$38.6K +183 New
TCM
1312
Tradewinds Capital Management
Washington
$37.5K
TFIPS
1313
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.3K
TCOT
1314
Trust Company of Toledo
Ohio
$34.7K
ITIM
1315
Indiana Trust & Investment Management
Indiana
$34.3K
MCM
1316
Manchester Capital Management
Vermont
$34.3K
FA
1317
Financial Avengers
California
$32K -$1.48K -7 -4%
PMFA
1318
Plante Moran Financial Advisors
Michigan
$31.2K -$31.6K -150 -50%
FMII
1319
Farmers & Merchants Investments Inc
Nebraska
$31.2K
API
1320
Asset Planning Inc
California
$29.8K
SIC
1321
SJS Investment Consulting
Ohio
$29.3K +$422 +2 +1%
BSB
1322
Bangor Savings Bank
Maine
$28.7K
CPG
1323
Cornerstone Planning Group
New Jersey
$26.7K +$2.74K +13 +10%
IAS
1324
IMA Advisory Services
Colorado
$26K
CA
1325
Crewe Advisors
Utah
$24.9K