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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1726
Silvant Capital Management
Georgia
$43.9K
PFSC
1727
Peoples Financial Services Corp
Pennsylvania
$43.9K
HC
1728
Hoese & Co
Minnesota
$43.6K
OPTFSNA
1729
Old Point Trust & Financial Services N A
Virginia
$41.7K
JSAM
1730
J. Safra Asset Management
New York
$41.7K +$41.8K +95 New
CWM
1731
CarsonAllaria Wealth Management
Illinois
$40.6K +$440 +1 +1%
JFA
1732
JNBA Financial Advisors
Minnesota
$40.4K
PCWA
1733
Pacific Capital Wealth Advisors
California
$39.5K +$29.5K +67 +291%
AWM
1734
Abound Wealth Management
Tennessee
$37.5K -$1.32K -3 -3%
PMFA
1735
Plante Moran Financial Advisors
Michigan
$37.3K -$3.96K -9 -10%
GEA
1736
Glen Eagle Advisors
New Jersey
$37.2K +$20.7K +47 +124%
TFM
1737
TFC Financial Management
Massachusetts
$36.4K +$440 +1 +1%
CSWM
1738
Cassady Schiller Wealth Management
Ohio
$36.4K -$11K -25 -23%
MIM
1739
Manitou Investment Management
Ontario, Canada
$36K
NFSG
1740
Newbridge Financial Services Group
Florida
$34.7K -$2.2K -5 -6%
VWA
1741
Valued Wealth Advisors
Utah
$33.8K +$1.76K +4 +5%
NRG
1742
Nemes Rush Group
Michigan
$32.7K -$3.52K -8 -10%
SA
1743
Scarborough Advisors
Maryland
$32.5K +$880 +2 +3%
HDIM
1744
Hanson & Doremus Investment Management
Vermont
$32K -$26.4K -60 -45%
DMKJ
1745
David M. Knott Jr
$31K
AFS
1746
Annapolis Financial Services
Maryland
$30.3K
CJ
1747
Caitlin John
Michigan
$30.1K +$440 +1 +1%
LWANC
1748
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.8K
HF
1749
Halpern Financial
Virginia
$29.4K -$8.36K -19 -22%
GA
1750
GoalVest Advisory
New York
$28.5K -$6.6K -15 -19%