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Name Holding Trade Value Shares
Change
Change in
Stake
HI
2276
Harbour Investments
Wisconsin
$118K +$1.1K +8 +1%
EWM
2277
Evermay Wealth Management
Virginia
$115K -$4.69K -34 -4%
BG
2278
Bollard Group
Massachusetts
$113K – – –
CCM
2279
CAAS Capital Management
New York
$113K +$110K +800 New
ASBI
2280
American State Bank (Iowa)
Iowa
$108K – – –
AWM
2281
Accel Wealth Management
Iowa
$108K +$3.59K +26 +3%
WAM
2282
Worth Asset Management
Texas
$108K +$276 +2 +0.3%
HWMA
2283
Heritage Wealth Management (Arizona)
Arizona
$107K +$57.2K +415 +120%
GJIA
2284
Glass Jacobson Investment Advisors
Maryland
$107K +$105K +760 New
MS
2285
Madden Securities
Texas
$106K +$104K +753 New
NIC
2286
Northwest Investment Counselors
Oregon
$103K +$42.8K +310 +73%
APC
2287
Aspire Private Capital
North Carolina
$101K -$1.52K -11 -2%
SC
2288
Stephens Consulting
Michigan
$101K +$690 +5 +0.7%
RG
2289
Retirement Group
California
$101K -$15.4K -112 -10%
CAS
2290
Coppell Advisory Solutions
Texas
$97.9K +$95.9K +695 New
CASC
2291
Coppell Advisory Solutions Corp
Texas
$97.9K +$95.9K +695 New
GC
2292
Gould Capital
Washington
$97.2K +$6.9K +50 +8%
PP
2293
PrairieView Partners
Minnesota
$96K +$55.2K +400 +141%
HWM
2294
HighMark Wealth Management
Minnesota
$96K -$18.6K -135 -17%
OWA
2295
One Wealth Advisors
California
$90.7K +$88.8K +644 New
FFA
2296
Fairfield Financial Advisors
Massachusetts
$89.1K +$14.9K +108 +21%
SFFS
2297
Stonehage Fleming Financial Services
Jersey
$88.8K – – –
FFC
2298
First Financial Corp
Indiana
$87.6K – – –
FCT
2299
First Community Trust
Iowa
$87K -$254K -1,842 -75%
CSWM
2300
Cassady Schiller Wealth Management
Ohio
$85.8K +$84K +609 New