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Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Clearstead Advisors
Ohio
$49.1K -$35.9K -531 -39%
ST
677
Smithfield Trust
Pennsylvania
$49K – – –
BAM
678
Bellevue Asset Management
Washington
$46.7K – – –
EWM
679
Evermay Wealth Management
Virginia
$45K – – –
CH
680
Cromwell Holdings
Wyoming
$44.3K +$406 +6 +0.8%
FFO
681
Fortitude Family Office
Arizona
$41.7K +$5.27K +78 +13%
LB
682
Legacy Bridge
Iowa
$39.2K – – –
PWPS
683
Pinnacle Wealth Planning Services
Ohio
$38.8K +$1.62K +24 +4%
BGAI
684
Bruce G. Allen Investments
Colorado
$38.6K -$338 -5 -0.8%
KFAS
685
Keating Financial Advisory Services
Kansas
$35.6K -$1.15K -17 -3%
FP
686
Financial Perspectives
Minnesota
$35K – – –
CT
687
Caldwell Trust
Florida
$34.5K – – –
OL
688
OneFund LLC
Florida
$34.5K -$4.53K -67 -11%
PFBT
689
Parkside Financial Bank & Trust
Missouri
$34.2K -$4.39K -65 -10%
PPC
690
Park Place Capital
Alabama
$33.9K -$4.19K -62 -10%
LI
691
LRI Investments
Florida
$33.4K -$12.1K -179 -24%
MWA
692
Medallion Wealth Advisors
Connecticut
$33.1K – – –
RTC
693
Riverview Trust Company
Washington
$32.8K – – –
TWD
694
True Wealth Design
Ohio
$32.7K +$5.95K +88 +19%
CFFP
695
Center for Financial Planning
Michigan
$31.2K – – –
C
696
Covestor
United Kingdom
$31K -$21.4K -316 -38%
CAM
697
Costello Asset Management
Pennsylvania
$30.7K +$4.13K +61 +14%
HPBT
698
Hickory Point Bank & Trust
Illinois
$30.2K +$33.8K +500 New
CFO
699
CVA Family Office
Colorado
$29.3K +$15.8K +233 +92%
CB
700
Community Bank
New York
$28.9K – – –