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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
701
Old North State Trust
North Carolina
$14K – – –
TSW
702
Thompson Siegel & Walmsley
Virginia
$14K – – –
LAS
703
Lloyd Advisory Services
Georgia
$14K +$5.93K +273 +68%
FCM
704
Firestone Capital Management
Florida
$13K – – –
LC
705
Lindbrook Capital
California
$13K – – –
NFSG
706
Newbridge Financial Services Group
Florida
$13K – – –
LWM
707
Liberty Wealth Management
California
$13K +$630 +29 +5%
MRCM
708
M&R Capital Management
New Jersey
$12K – – –
BWM
709
Baystate Wealth Management
Massachusetts
$12K +$109 +5 +0.8%
ATC
710
Adirondack Trust Company
New York
$11K – – –
AFG
711
Albion Financial Group
Utah
$11K +$11.4K +525 New
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
TWP
713
TFO Wealth Partners
Ohio
$10K +$10.9K +500 New
RAM
714
Riggs Asset Management
Pennsylvania
$9K – – –
LF
715
Lee Financial
Texas
$9K +$9.18K +423 New
RDWM
716
Red Door Wealth Management
Tennessee
$9K +$10.4K +480 New
WPA
717
West Paces Advisors
Georgia
$8.47K – – –
CFO
718
CVA Family Office
Colorado
$8K -$12.9K -595 -60%
APC
719
Aspire Private Capital
North Carolina
$8K -$564 -26 -6%
EW
720
Evoke Wealth
California
$8K – – –
HWM
721
HighMark Wealth Management
Minnesota
$7K -$1.65K -76 -19%
RA
722
Resolute Advisors
California
$7K – – –
WQ
723
Wealth Quarterback
New Jersey
$7K +$6.97K +321 New
SB
724
Strategic Blueprint
Georgia
$7K +$7.25K +334 New
APWA
725
Atlas Private Wealth Advisors
New Jersey
$6K -$934 -43 -13%