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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2076
Delos Wealth Advisors
Texas
$46.5K +$39.9K +59 New
BCMLT
2077
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.8K -$3.38K -5 -8%
CNBT
2078
Cornerstone National Bank & Trust
Illinois
$44.9K – – –
TCM
2079
Tradewinds Capital Management
Washington
$44.1K – – –
VWA
2080
VSM Wealth Advisory
Maryland
$44.1K – – –
LAM
2081
LOM Asset Management
$43K +$37.2K +55 New
BSB
2082
Bangor Savings Bank
Maine
$42.5K – – –
CTA
2083
Colonial Trust Advisors
South Carolina
$42.5K – – –
WB
2084
Webster Bank
Connecticut
$42.5K +$6.09K +9 +20%
AW
2085
Avion Wealth
Texas
$42K +$12.9K +19 +54%
AFG
2086
Albion Financial Group
Utah
$39.4K – – –
CSB
2087
City State Bank
Iowa
$39.4K – – –
TLA
2088
Tanglewood Legacy Advisors
Texas
$39.4K – – –
BCM
2089
Boreal Capital Management
Florida
$39.4K +$33.8K +50 New
BA
2090
Bellwether Advisors
Nebraska
$37K +$31.8K +47 New
RWM
2091
RMG Wealth Management
Wisconsin
$36.9K +$33.2K +49 New
OAJ
2092
Ogorek Anthony Joseph
New York
$36K +$5.41K +8 +21%
DPW
2093
DiNuzzo Private Wealth
Pennsylvania
$35.4K +$677 +1 +2%
KG
2094
Kilter Group
New York
$35.4K +$30.5K +45 New
SAS
2095
Spurstone Advisory Services
Connecticut
$35.4K +$30.5K +45 New
TIM
2096
Total Investment Management
Arizona
$33.1K +$28.4K +42 New
FC
2097
Fairscale Capital
New Hampshire
$32.2K +$23K +34 +486%
CWM
2098
Copia Wealth Management
Oregon
$31.5K – – –
LFA
2099
LGT Financial Advisors
Texas
$31.5K +$27.1K +40 New
MA
2100
MCF Advisors
Kentucky
$30.7K – – –