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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1451
Fairfield Financial Advisors
Massachusetts
$20.7K +$18.5K +250 New
OP
1452
ORG Partners
Indiana
$20.3K +$1.48K +20 +9%
DJSG
1453
D.J. St. Germain
Massachusetts
$19.8K – – –
NCM
1454
Northwest Capital Management
Oregon
$19K -$22.9K -310 -57%
FW
1455
Fairway Wealth
Ohio
$19K +$17K +230 New
HPC
1456
HM Payson & Co
Maine
$18.1K +$1.48K +20 +10%
CTC
1457
Cetera Trust Company
Minnesota
$17.3K – – –
CT
1458
Clearstead Trust
Maine
$16.5K – – –
WWP
1459
WR Wealth Planners
Missouri
$15.7K +$739 +10 +6%
WIA
1460
Wetzel Investment Advisors
Indiana
$15.4K – – –
SSG
1461
Summit Securities Group
New York
$15K +$13.3K +180 New
T
1462
Tidemark
California
$14.8K – – –
VWA
1463
Valued Wealth Advisors
Utah
$14.8K +$2.22K +30 +20%
PCWA
1464
Pacific Capital Wealth Advisors
California
$14.8K +$6.65K +90 +100%
CAS
1465
Coppell Advisory Solutions
Texas
$14.8K +$13.3K +180 New
DF
1466
Dunhill Financial
United Kingdom
$14.6K +$2.22K +30 +20%
DWA
1467
Delos Wealth Advisors
Texas
$14K – – –
HCP
1468
Hexagon Capital Partners
Arkansas
$14K – – –
BHWM
1469
Beaird Harris Wealth Management
Texas
$14K -$6.65K -90 -35%
AW
1470
Avion Wealth
Texas
$14K +$2.22K +30 +20%
ME
1471
McIlrath & Eck
Washington
$13.2K – – –
FMP
1472
Financial Management Professionals
Texas
$13K – – –
S
1473
Sachetta
Massachusetts
$12.9K +$8.13K +110 +183%
GEA
1474
Glen Eagle Advisors
New Jersey
$12.4K – – –
EBA
1475
Eagle Bay Advisors
New York
$12.4K +$2.22K +30 +25%