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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1026
CVA Family Office
Colorado
$48K – – –
WT
1027
Washington Trust
Rhode Island
$42K – – –
JWM
1028
Jeppson Wealth Management
California
$42K +$42.4K +175 New
AIM
1029
Anchor Investment Management
South Carolina
$41.7K – – –
EW
1030
Evoke Wealth
California
$35K -$1.21K -5 -3%
TF
1031
Tompkins Financial
New York
$35K +$8.24K +34 +30%
M
1032
MOTCO
Texas
$34K – – –
BWA
1033
BDO Wealth Advisors
Florida
$34K +$6.3K +26 +22%
SGAM
1034
Smith Group Asset Management
Texas
$31K -$9.7K -40 -24%
BAM
1035
Bellevue Asset Management
Washington
$28K – – –
SWA
1036
Sutton Wealth Advisors
Florida
$27.6K +$1.7K +7 +6%
BG
1037
Bollard Group
Massachusetts
$25K – – –
CAM
1038
CenterStar Asset Management
Illinois
$25K – – –
JWM
1039
Janiczek Wealth Management
Colorado
$25K +$23.8K +98 +1,633%
FCM
1040
Firestone Capital Management
Florida
$24K – – –
PFSC
1041
Peoples Financial Services Corp
Pennsylvania
$24K – – –
SNT
1042
Security National Trust
West Virginia
$24K – – –
BCM
1043
Bourgeon Capital Management
Connecticut
$23K +$2.18K +9 +10%
MWP
1044
Meridian Wealth Partners
Pennsylvania
$23K +$23.8K +98 New
AIL
1045
AGF Investments LLC
Ontario, Canada
$22K -$169K -698 -88%
LFG
1046
LifePlan Financial Group
Ohio
$22K +$14.5K +60 +182%
BWM
1047
Baystate Wealth Management
Massachusetts
$20K +$242 +1 +1%
LS
1048
Leelyn Smith
Illinois
$19K – – –
EWA
1049
Evolution Wealth Advisors
Florida
$18K – – –
SIAP
1050
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K – – –