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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
926
Financial Gravity Asset Management
Texas
$8.08K +$3.98K +199 +98%
AW
927
Avion Wealth
Texas
$8K -$15.6K -777 -69%
KFP
928
Keener Financial Planning
Texas
$8K +$7.38K +369 New
BHWM
929
Beaird Harris Wealth Management
Texas
$7.95K
CT
930
Cambridge Trust
Massachusetts
$7.95K
RTL
931
Red Tortoise LLC
Georgia
$7.41K +$6.88K +344 New
BWP
932
Baldwin Wealth Partners
Massachusetts
$7.11K +$6.61K +330 New
RBC
933
Roble Belko & Company
Pennsylvania
$7K -$2.08K -104 -23%
PO
934
Private Ocean
California
$6.91K
ANBT
935
American National Bank & Trust
Texas
$6.85K +$6.36K +318 New
PFA
936
Pathway Financial Advisers
Indiana
$6.32K -$14.2K -707 -71%
TCWA
937
Turtle Creek Wealth Advisors
Texas
$6.14K +$5.7K +285 New
WTA
938
Washington Trust Advisors
Massachusetts
$6.07K -$12.6K -629 -69%
JPWM
939
Jamison Private Wealth Management
Georgia
$6.07K +$5.64K +282 New
HIA
940
Harbor Investment Advisory
Maryland
$5.9K +$1.66K +83 +43%
LFA
941
Level Financial Advisors
New York
$5.86K
RFG
942
RFP Financial Group
Georgia
$5.71K +$2.26K +113 +74%
PA
943
PSI Advisors
Florida
$5.38K
NSIM
944
North Star Investment Management
Illinois
$5.17K -$4.8K -240 -50%
SSB
945
Sandy Spring Bank
Maryland
$5.06K -$280 -14 -6%
ADL
946
Asset Dedication LLC
California
$5K +$3.88K +194 +404%
WIA
947
Wetzel Investment Advisors
Indiana
$5K +$4.8K +240 New
WT
948
Washington Trust
Rhode Island
$4.91K +$4.56K +228 New
MCM
949
MidAtlantic Capital Management
Virginia
$4.48K +$4.16K +208 New
LTI
950
Laffer Tengler Investments
Tennessee
$4.26K +$3.96K +198 New