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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2276
Evermay Wealth Management
Virginia
$115K -$4.69K -34 -4%
BG
2277
Bollard Group
Massachusetts
$113K – – –
CCM
2278
CAAS Capital Management
New York
$113K +$110K +800 New
ASBI
2279
American State Bank (Iowa)
Iowa
$108K – – –
AWM
2280
Accel Wealth Management
Iowa
$108K +$3.59K +26 +3%
WAM
2281
Worth Asset Management
Texas
$108K +$276 +2 +0.3%
HWMA
2282
Heritage Wealth Management (Arizona)
Arizona
$107K +$57.2K +415 +120%
GJIA
2283
Glass Jacobson Investment Advisors
Maryland
$107K +$105K +760 New
MS
2284
Madden Securities
Texas
$106K +$104K +753 New
NIC
2285
Northwest Investment Counselors
Oregon
$103K +$42.8K +310 +73%
APC
2286
Aspire Private Capital
North Carolina
$101K -$1.52K -11 -2%
SC
2287
Stephens Consulting
Michigan
$101K +$690 +5 +0.7%
RG
2288
Retirement Group
California
$101K -$15.4K -112 -10%
CAS
2289
Coppell Advisory Solutions
Texas
$97.9K +$95.9K +695 New
CASC
2290
Coppell Advisory Solutions Corp
Texas
$97.9K +$95.9K +695 New
GC
2291
Gould Capital
Washington
$97.2K +$6.9K +50 +8%
PP
2292
PrairieView Partners
Minnesota
$96K +$55.2K +400 +141%
HWM
2293
HighMark Wealth Management
Minnesota
$96K -$18.6K -135 -17%
OWA
2294
One Wealth Advisors
California
$90.7K +$88.8K +644 New
FFA
2295
Fairfield Financial Advisors
Massachusetts
$89.1K +$14.9K +108 +21%
SFFS
2296
Stonehage Fleming Financial Services
Jersey
$88.8K – – –
FFC
2297
First Financial Corp
Indiana
$87.6K – – –
FCT
2298
First Community Trust
Iowa
$87K -$254K -1,842 -75%
CSWM
2299
Cassady Schiller Wealth Management
Ohio
$85.8K +$84K +609 New
CAM
2300
Close Asset Management
United Kingdom
$85K +$1.38K +10 +2%
90 91
92
93 94