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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2676
SOA Wealth Advisors
New York
$71.6K -$1.88K -5 -3%
JGIA
2677
Jackson Grant Investment Advisers
Connecticut
$71.3K -$123K -329 -65%
TIM
2678
Tortoise Investment Management
New York
$69.2K +$3.38K +9 +5%
AS
2679
Altshuler Shaham
Israel
$68.8K +$65.7K +175 New
CPG
2680
Cornerstone Planning Group
New Jersey
$68K +$64.9K +173 New
CBT
2681
CoreFirst Bank & Trust
Kansas
$66.9K – – –
DWMG
2682
DB Wealth Management Group
California
$65.7K – – –
BSB
2683
Bangor Savings Bank
Maine
$65.3K – – –
VWM
2684
Valley Wealth Managers
New Jersey
$61.4K -$27.4K -73 -32%
MCA
2685
Maryland Capital Advisors
Maryland
$61K – – –
RWM
2686
Raffa Wealth Management
District of Columbia
$61K – – –
ECM
2687
Estabrook Capital Management
New York
$60.2K – – –
TWP
2688
TFO Wealth Partners
Ohio
$59K +$43.9K +117 +355%
NRG
2689
Nemes Rush Group
Michigan
$56.7K +$54K +144 New
SWM
2690
Sugarloaf Wealth Management
Georgia
$55.1K – – –
WSC
2691
Wellington Shields & Co
New York
$55.1K – – –
SF
2692
Safeguard Financial
Wisconsin
$55K +$52.9K +141 New
GWSA
2693
Global Wealth Strategies & Associates
Colorado
$53.9K – – –
FRA
2694
Front Row Advisors
California
$53K -$1.88K -5 -4%
RG
2695
Retirement Group
California
$52.1K – – –
EWP
2696
Elevation Wealth Partners
California
$51.5K – – –
NCM
2697
Northwest Capital Management
Oregon
$51.1K +$48.8K +130 New
PG
2698
Proffitt & Goodson
Tennessee
$48K -$42.8K -114 -48%
FCT
2699
First Community Trust
Iowa
$46K -$3.75K -10 -8%
RWM
2700
Ruedi Wealth Management
Illinois
$46K – – –