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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2076
Gould Asset Management
California
$806K +$30.5K +67 +4%
TFP
2077
Tilia Fiduciary Partners
North Carolina
$805K +$456 +1 +0.1%
BAM
2078
Byrne Asset Management
New Jersey
$805K +$828K +1,818 New
ITIM
2079
Indiana Trust & Investment Management
Indiana
$805K +$494K +1,085 +147%
FCB
2080
First County Bank
Connecticut
$804K +$27.3K +60 +3%
CWA
2081
Consilio Wealth Advisors
Washington
$802K +$10K +22 +1%
AWM
2082
Absher Wealth Management
North Carolina
$801K +$11.4K +25 +1%
CC
2083
Callan Capital
California
$800K -$25.1K -55 -3%
TCM
2084
Tributary Capital Management
Nebraska
$799K -$36.4K -80 -4%
MCC
2085
Money Concepts Capital
Florida
$797K +$7.29K +16 +0.9%
PWA
2086
Physician Wealth Advisors
Utah
$796K -$22.8K -50 -3%
AWM
2087
Aberdeen Wealth Management
Illinois
$794K
AIM
2088
Aigen Investment Management
New York
$794K +$820K +1,800 New
TSWM
2089
Tyler-Stone Wealth Management
Ohio
$791K -$112K -246 -12%
SFS
2090
Strategic Financial Services
New York
$791K +$817K +1,794 New
SWP
2091
Strategic Wealth Partners
Ohio
$790K -$55.1K -121 -6%
BM
2092
Brandywine Managers
Delaware
$787K
SIMG
2093
Sonora Investment Management Group
Arizona
$787K
CPL
2094
CAP Partners LLC
Tennessee
$786K +$21.4K +47 +3%
GCM
2095
Gallacher Capital Management
Colorado
$785K +$595K +1,306 +276%
LSA
2096
Lion Street Advisors
Texas
$784K -$5.01K -11 -0.6%
USWIA
2097
UP Strategic Wealth Investment Advisors
Pennsylvania
$784K +$73.3K +161 +10%
FCFC
2098
First Commonwealth Financial Corp
Pennsylvania
$783K +$84.3K +185 +12%
CCA
2099
Cottonwood Capital Advisors
Utah
$780K -$49.7K -109 -6%
DA
2100
Detalus Advisors
Missouri
$777K +$23.7K +52 +3%