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Name Holding Trade Value Shares
Change
Change in
Stake
PS
476
Principal Securities
Iowa
$441
CJ
477
Caitlin John
Michigan
$435 +$341 +71 New
CTWM
478
Cherry Tree Wealth Management
Minnesota
$411
IWP
479
IAG Wealth Partners
Wisconsin
$410
CT
480
Clearstead Trust
Maine
$404
SFI
481
Siemens Fonds Invest
Germany
$404
CFO
482
CVA Family Office
Colorado
$367
WTC
483
WhitTier Trust Company
Nevada
$367
PWAM
484
Private Wealth Asset Management
Iowa
$361
ETS
485
ESL Trust Services
New York
$355
FCT
486
First Community Trust
Iowa
$343
DWM
487
Dogwood Wealth Management
Kansas
$337
ADL
488
Asset Dedication LLC
California
$326
AWM
489
Abound Wealth Management
Tennessee
$294
RWM
490
Raffa Wealth Management
District of Columbia
$287
WIM
491
Westside Investment Management
California
$257
CTB
492
Country Trust Bank
Illinois
$251
HIA
493
HFM Investment Advisors
New Jersey
$239 -$96 -20 -34%
PWA
494
Provenance Wealth Advisors
Florida
$233
BHWM
495
Bay Harbor Wealth Management
Maryland
$214 -$29 -6 -15%
FCAS
496
First Command Advisory Services
Texas
$214
KB
497
Kimelman & Baird
New York
$209
RFA
498
Reyes Financial Architecture
California
$208
GCM
499
Gables Capital Management
Florida
$208 +$163 +34 New
NRWA
500
North Ridge Wealth Advisors
Oregon
$178