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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1401
Baker Tilly Wealth Management
Wisconsin
$701K +$154K +4,527 +20%
LPT
1402
Legacy Private Trust
Wisconsin
$700K -$181K -5,323 -16%
PCA
1403
Peddock Capital Advisors
Massachusetts
$699K -$280K -8,219 -23%
GIA
1404
Gladstone Institutional Advisory
Florida
$698K -$245K -7,195 -21%
AWA
1405
Arkadios Wealth Advisors
Georgia
$696K +$285K +8,357 +45%
JWBC
1406
J.W. Burns & Co
New York
$694K -$71K -2,081 -7%
HCM
1407
Howland Capital Management
Massachusetts
$694K +$170K +4,985 +23%
GI
1408
GAMCO Investors
Connecticut
$693K -$163K -4,781 -15%
CGL
1409
Clarius Group LLC
Washington
$692K -$200K -5,853 -18%
CCIA
1410
Cherry Creek Investment Advisors
Colorado
$692K -$106K -3,095 -10%
PA
1411
PFG Advisors
Arizona
$692K +$36K +1,055 +4%
LA
1412
LexAurum Advisors
Kansas
$691K -$194K -5,678 -17%
PWW
1413
Pettyjohn Wood & White
Virginia
$691K -$115K -3,375 -11%
DA
1414
Doliver Advisors
Texas
$688K +$8.46K +248 +0.9%
COCM
1415
Charter Oak Capital Management
New Hampshire
$688K +$32.4K +950 +4%
GPA
1416
Garrison Point Advisors
California
$687K +$29.8K +875 +3%
GA
1417
GoalVest Advisory
New York
$686K +$364K +10,675 +67%
PIM
1418
Perpetual Investment Management
Australia
$684K
SA
1419
Strategic Advisors
New York
$683K +$159K +4,658 +21%
HCM
1420
Highlander Capital Management
New Jersey
$682K -$34.1K -1,000 -4%
FFA
1421
Founders Financial Alliance
North Carolina
$681K +$207K +6,067 +30%
BFA
1422
Bill Few Associates
Pennsylvania
$680K +$2.83K +83 +0.3%
AWM
1423
Avior Wealth Management
Nebraska
$680K +$493K +14,454 +121%
SAA
1424
Southeast Asset Advisors
Georgia
$678K -$202K -5,922 -18%
SJIM
1425
St. Johns Investment Management
Florida
$677K +$17.5K +514 +2%