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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1326
Capital Analysts LLC
Pennsylvania
$127K -$6.08K -90 -4%
AWM
1327
AllSquare Wealth Management
New York
$126K
RL
1328
Rogco LP
Oklahoma
$126K
PAM
1329
Paradigm Asset Management
New York
$126K +$135K +2,000 New
HC
1330
Hoese & Co
Minnesota
$126K
PMFA
1331
Plante Moran Financial Advisors
Michigan
$124K
HI
1332
Human Investing
Oregon
$122K -$84.5K -1,250 -39%
WPA
1333
West Paces Advisors
Georgia
$122K
SIA
1334
Sit Investment Associates
Minnesota
$120K
WFG
1335
Wormser Freres Gestion
France
$119K +$127K +1,880 New
ZB
1336
Zions Bancorporation
Utah
$116K -$631K -9,340 -84%
CIAM
1337
Caitong International Asset Management
Hong Kong
$114K +$122K +1,810 New
FWA
1338
Flagship Wealth Advisors
Massachusetts
$105K +$112K +1,660 New
BC
1339
Bayforest Capital
United Kingdom
$103K +$110K +1,630 New
GWSG
1340
GPS Wealth Strategies Group
Colorado
$98K
EFP
1341
EnRich Financial Partners
Wisconsin
$95.8K
NIMI
1342
Natixis Investment Managers International
France
$95.8K
BAM
1343
Byrne Asset Management
New Jersey
$93.9K
CT
1344
Colonial Trust
South Carolina
$90.1K +$8.11K +120 +9%
WBC
1345
West Branch Capital
Massachusetts
$88.8K
AIM
1346
Anchor Investment Management
South Carolina
$88.2K +$10.1K +150 +12%
QC
1347
Quent Capital
New York
$87.6K +$676 +10 +0.7%
MSWM
1348
Mowery & Schoenfeld Wealth Management
Illinois
$87.6K +$93.9K +1,390 New
QL
1349
Quarry LP
New York
$87K +$51.4K +760 +123%
HDIM
1350
Hanson & Doremus Investment Management
Vermont
$86K -$10.1K -150 -10%