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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
751
West Paces Advisors
Georgia
$72.2K -$130K -479 -64%
OIAM
752
OFI Invest Asset Management
France
$68.1K +$38.7K +143 +106%
RA
753
Ransom Advisory
Rhode Island
$66.2K – – –
MWM
754
Mascoma Wealth Management
New Hampshire
$64K – – –
GM
755
GeoWealth Management
Illinois
$54.2K -$30.8K -114 -36%
CTC
756
Central Trust Company
Missouri
$52.9K -$7.84K -29 -13%
HWA
757
Heritage Wealth Advisors
Virginia
$51.6K -$2.98K -11 -5%
CTA
758
Colonial Trust Advisors
South Carolina
$48.7K – – –
CAL
759
Capital Advisors Ltd
Ohio
$48K -$7.03K -26 -13%
MG
760
Mather Group
Illinois
$46.3K -$16.5K -61 -26%
ST
761
Smithfield Trust
Pennsylvania
$46K -$9.74K -36 -17%
HWM
762
Hemington Wealth Management
Virginia
$45K +$6.49K +24 +16%
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.5K – – –
CSB
764
City State Bank
Iowa
$41K – – –
AP
765
Atwood & Palmer
Missouri
$40.5K – – –
T
766
Transce3nd
Texas
$39.7K – – –
BGAI
767
Bruce G. Allen Investments
Colorado
$39.7K +$5.14K +19 +15%
PP
768
PrairieView Partners
Minnesota
$39K – – –
RIL
769
Rothschild Investment LLC
Illinois
$37K -$39.2K -145 -51%
PWMG
770
Private Wealth Management Group
New Jersey
$36.5K +$9.2K +34 +33%
ZBNA
771
Zions Bancorporation, National Association
Utah
$36.5K +$37.3K +138 New
GC
772
Garde Capital
Washington
$36.3K +$37.1K +137 New
CFO
773
CVA Family Office
Colorado
$35.5K +$811 +3 +2%
CA
774
CoreCap Advisors
Michigan
$35.5K +$17.9K +66 +97%
CH
775
Canton Hathaway
Rhode Island
$35K – – –