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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1201
Salem Investment Counselors
North Carolina
$51.4K
TC
1202
Tacita Capital
Ontario, Canada
$50.8K
SC
1203
SouthState Corp
Florida
$50.6K +$47.3K +747 New
KFI
1204
Key Financial Inc
Pennsylvania
$49.4K -$18.7K -295 -29%
MCI
1205
MRP Capital Investments
Georgia
$49.1K -$11.1K -175 -19%
CIA
1206
Cape Investment Advisory
Georgia
$47.1K -$1.39K -22 -3%
WAM
1207
Wolverine Asset Management
Illinois
$45.5K -$6.34K -100 -13%
WFA
1208
West Financial Advisors
Iowa
$44.4K
HNW
1209
High Note Wealth
Minnesota
$42.9K
CBT
1210
Crews Bank & Trust
Florida
$42.8K
ZBNA
1211
Zions Bancorporation, National Association
Utah
$41.4K +$38.7K +611 New
JWA
1212
JFS Wealth Advisors
Pennsylvania
$40.8K +$253 +4 +0.7%
MWA
1213
Medallion Wealth Advisors
Connecticut
$39.5K +$5.07K +80 +16%
PWMG
1214
Prestige Wealth Management Group
New Jersey
$38.6K -$570 -9 -2%
DWS
1215
Dynamic Wealth Strategies
California
$37.8K +$35.4K +559 New
VWA
1216
Valued Wealth Advisors
Utah
$37.5K +$190 +3 +0.5%
ATC
1217
Adirondack Trust Company
New York
$37.4K
SIS
1218
Sound Income Strategies
Florida
$37.2K +$11.1K +175 +47%
CAL
1219
Capital Analysts LLC
Pennsylvania
$36K +$33.4K +527 New
KA
1220
Kozak & Associates
Colorado
$35.6K +$190 +3 +0.6%
CWM
1221
Centricity Wealth Management
Ohio
$35.5K
PWA
1222
Physician Wealth Advisors
Utah
$34.5K
PWA
1223
Provenance Wealth Advisors
Florida
$34.5K
FP
1224
Financial Perspectives
Minnesota
$33.8K
RF
1225
Robinswood Financial
Washington
$33.7K