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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
651
CVA Family Office
Colorado
$16.8K +$16.4K +32 +1,067%
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$16.3K +$2.05K +4 +13%
CPG
653
Cornerstone Planning Group
New Jersey
$15.5K – – –
CHC
654
City Holding Co
West Virginia
$15.4K – – –
OA
655
Operose Advisors
Wisconsin
$14.4K -$35.8K -70 -70%
JWA
656
JFS Wealth Advisors
Pennsylvania
$14.4K -$512 -1 -3%
MG
657
Mather Group
Illinois
$14.4K +$15.4K +30 New
GSEP
658
Golden State Equity Partners
California
$13.9K +$14.8K +29 New
KG
659
Kilter Group
New York
$13.4K +$14.3K +28 New
MFP
660
Meramec Financial Planners
Missouri
$13.2K – – –
WPA
661
Wealth Preservation Advisors
Tennessee
$12.5K +$13.3K +26 New
BFP
662
Birchwood Financial Partners
Minnesota
$12K – – –
FC
663
Fairscale Capital
New Hampshire
$12K – – –
BIA
664
Bell Investment Advisors
California
$11.5K -$4.61K -9 -27%
JFA
665
JNBA Financial Advisors
Minnesota
$11K +$11.8K +23 New
FHC
666
First Horizon Corporation
Tennessee
$11K – – –
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$10.6K – – –
MMCM
668
Murphy & Mullick Capital Management
New York
$10.6K – – –
SIS
669
Sound Income Strategies
Florida
$10.3K +$3.58K +7 +50%
AT
670
Avalon Trust
New Mexico
$10.1K +$10.8K +21 New
DB
671
Danske Bank
Denmark
$9.6K -$195K -380 -95%
MCA
672
McGuire Capital Advisors
Oklahoma
$9.6K -$50.2K -98 -83%
GK
673
Graney & King
New York
$9.6K – – –
BBHC
674
Brown Brothers Harriman & Co
New York
$9.6K +$10.2K +20 New
ANBT
675
American National Bank & Trust
Texas
$9.12K +$2.56K +5 +36%