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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
826
Bernard Wealth Management
Michigan
$29.9K -$7.25K -40 -22%
TF
827
Tompkins Financial
New York
$29.1K – – –
NFSG
828
Newbridge Financial Services Group
Florida
$27.6K -$13.9K -77 -37%
GA
829
GoalVest Advisory
New York
$27.4K +$23.9K +132 New
Whittier Trust
830
Whittier Trust
California
$26.6K -$12.5K -69 -36%
CA
831
Centerpoint Advisors
Massachusetts
$26K – – –
CA
832
Crewe Advisors
Utah
$26K -$90.6K -500 -80%
TCOT
833
Trust Company of Toledo
Ohio
$26K – – –
UIC
834
Uniplan Investment Counsel
Wisconsin
$25.5K +$22.1K +122 New
SageView Advisory Group
835
SageView Advisory Group
California
$25.4K +$22.1K +122 New
SIS
836
Sound Income Strategies
Florida
$25.2K +$1.27K +7 +6%
GPFA
837
Game Plan Financial Advisors
Ohio
$24.9K +$906 +5 +4%
CPG
838
Cornerstone Planning Group
New Jersey
$23.6K -$3.62K -20 -13%
EPIMS
839
Evelyn Partners Investment Management Services
$22.9K – – –
AT
840
Avalon Trust
New Mexico
$22K -$7.97K -44 -29%
TFGT
841
TS Financial Group (TSFG)
Illinois
$22K +$3.62K +20 +23%
HBW
842
Hazlett, Burt & Watson
West Virginia
$21K -$4.71K -26 -21%
BW
843
Basepoint Wealth
Iowa
$21K +$18.3K +101 New
PG
844
Proffitt & Goodson
Tennessee
$20.8K -$630K -3,475 -97%
OW
845
Olistico Wealth
Oklahoma
$20.4K +$17.8K +98 New
LFASL
846
Lugano Financial Advisors SA (LFA)
Switzerland
$20.2K – – –
MA
847
Modus Advisors
Minnesota
$20.2K +$17.6K +97 New
AAG
848
Armstrong Advisory Group
Massachusetts
$19.5K -$4.17K -23 -20%
PK
849
Pflug Koory
Nebraska
$19.5K – – –
NEWAS
850
N.E.W. Advisory Services
Wisconsin
$18.9K -$1.09K -6 -6%