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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1751
JFS Wealth Advisors
Pennsylvania
$78.2K +$1.82K +4 +3%
RWM
1752
Reston Wealth Management
Virginia
$76.2K +$73K +160 New
RAM
1753
Riggs Asset Management
Pennsylvania
$75.3K +$3.65K +8 +5%
HCP
1754
Hexagon Capital Partners
Arkansas
$74.9K +$11.4K +25 +19%
DIP
1755
DT Investment Partners
Pennsylvania
$73.9K +$14.6K +32 +26%
BONH
1756
Bank of New Hampshire
New Hampshire
$73.4K -$22.8K -50 -25%
SFCL
1757
Strengthening Families & Communities LLC
Massachusetts
$72.4K +$456 +1 +0.7%
CB
1758
Community Bank
New York
$71.5K – – –
CTA
1759
Colonial Trust Advisors
South Carolina
$69.1K – – –
TCA
1760
Trifecta Capital Advisors
Illinois
$69.1K +$9.58K +21 +17%
MA
1761
MCF Advisors
Kentucky
$66.8K -$15.1K -33 -19%
LB
1762
Legacy Bridge
Iowa
$66.3K – – –
MA
1763
Montag & Associates
Georgia
$65.8K – – –
AAG
1764
Armstrong Advisory Group
Massachusetts
$63.4K – – –
EBA
1765
Eagle Bay Advisors
New York
$62.5K +$2.28K +5 +4%
OIA
1766
Optimum Investment Advisors
Illinois
$62K – – –
BHWM
1767
Bay Harbor Wealth Management
Maryland
$60.1K -$2.28K -5 -4%
FRA
1768
Front Row Advisors
California
$58.7K – – –
SIC
1769
SJS Investment Consulting
Ohio
$57.3K – – –
BAM
1770
Bellevue Asset Management
Washington
$56.7K – – –
MFT
1771
Moisand Fitzgerald Tamayo
Florida
$55.8K – – –
BHWM
1772
Beaird Harris Wealth Management
Texas
$54.8K +$45.2K +99 +619%
FFO
1773
Fortitude Family Office
Arizona
$53.9K -$13.7K -30 -21%
VAMG
1774
Voisard Asset Management Group
Michigan
$52.6K +$47.5K +104 +1,733%
RWA
1775
Redmont Wealth Advisors
Illinois
$52K – – –