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Name Holding Trade Value Shares
Change
Change in
Stake
AW
926
Avion Wealth
Texas
$8K -$15.6K -777 -69%
KFP
927
Keener Financial Planning
Texas
$8K +$7.38K +369 New
BHWM
928
Beaird Harris Wealth Management
Texas
$7.95K – – –
CT
929
Cambridge Trust
Massachusetts
$7.95K – – –
RTL
930
Red Tortoise LLC
Georgia
$7.41K +$6.88K +344 New
BWP
931
Baldwin Wealth Partners
Massachusetts
$7.11K +$6.61K +330 New
RBC
932
Roble Belko & Company
Pennsylvania
$7K -$2.08K -104 -23%
PO
933
Private Ocean
California
$6.91K – – –
ANBT
934
American National Bank & Trust
Texas
$6.85K +$6.36K +318 New
PFA
935
Pathway Financial Advisers
Indiana
$6.32K -$14.2K -707 -71%
TCWA
936
Turtle Creek Wealth Advisors
Texas
$6.14K +$5.7K +285 New
WTA
937
Washington Trust Advisors
Massachusetts
$6.07K -$12.6K -629 -69%
JPWM
938
Jamison Private Wealth Management
Georgia
$6.07K +$5.64K +282 New
HIA
939
Harbor Investment Advisory
Maryland
$5.9K +$1.66K +83 +43%
LFA
940
Level Financial Advisors
New York
$5.86K – – –
RFG
941
RFP Financial Group
Georgia
$5.71K +$2.26K +113 +74%
PA
942
PSI Advisors
Florida
$5.38K – – –
NSIM
943
North Star Investment Management
Illinois
$5.17K -$4.8K -240 -50%
SSB
944
Sandy Spring Bank
Maryland
$5.06K -$280 -14 -6%
ADL
945
Asset Dedication LLC
California
$5K +$3.88K +194 +404%
WIA
946
Wetzel Investment Advisors
Indiana
$5K +$4.8K +240 New
WT
947
Washington Trust
Rhode Island
$4.91K +$4.56K +228 New
MCM
948
MidAtlantic Capital Management
Virginia
$4.48K +$4.16K +208 New
FGAM
949
Financial Gravity Asset Management
Texas
$4.3K +$3.98K +199 New
LTI
950
Laffer Tengler Investments
Tennessee
$4.26K +$3.96K +198 New