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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1826
Evermay Wealth Management
Virginia
$30.5K -$1.37K -66 -5%
CNBT
1827
Cornerstone National Bank & Trust
Illinois
$29.7K – – –
FCMT
1828
Founders Capital Management (Texas)
Texas
$29.7K – – –
LFASL
1829
Lugano Financial Advisors SA (LFA)
Switzerland
$29.3K – – –
SC
1830
Swan Capital
Florida
$29.3K +$3.44K +166 +15%
WOC
1831
West Oak Capital
California
$29K – – –
FF
1832
Finley Financial
Nevada
$28.8K – – –
CTC
1833
Cetera Trust Company
Minnesota
$28K – – –
WBC
1834
West Branch Capital
Massachusetts
$27.9K +$25.8K +1,245 New
ITFISA
1835
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$27.6K +$25.5K +1,230 New
PWMG
1836
Prestige Wealth Management Group
New Jersey
$27.3K +$4.58K +221 +22%
CH
1837
Canton Hathaway
Rhode Island
$27K – – –
NRWA
1838
North Ridge Wealth Advisors
Oregon
$26.9K -$414 -20 -2%
BONH
1839
Bank of New Hampshire
New Hampshire
$26.9K – – –
BGA
1840
Battery Global Advisors
Massachusetts
$26.8K – – –
PCFFS
1841
Pacific Center for Financial Services
California
$26.4K – – –
KB
1842
Kimelman & Baird
New York
$26.2K +$8.29K +400 +52%
MSG
1843
Main Street Group
Virginia
$26.1K – – –
CA
1844
Centerpoint Advisors
Massachusetts
$26K – – –
CAM
1845
Creekmur Asset Management
Illinois
$25.8K +$41 +2 +0.2%
VWM
1846
Vermillion Wealth Management
Minnesota
$25.3K -$4.14K -200 -15%
HIA
1847
HFM Investment Advisors
New Jersey
$24.8K +$414 +20 +2%
NEWAS
1848
N.E.W. Advisory Services
Wisconsin
$24.8K – – –
MAFA
1849
MJT & Associates Financial Advisory
Minnesota
$24.7K -$1.45K -70 -6%
PFA
1850
Pillar Financial Advisors
Kentucky
$24.1K -$12.6K -607 -36%