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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1026
Delta Asset Management
Tennessee
$57.3K – – –
CA
1027
Clearstead Advisors
Ohio
$57.3K +$42.7K +633 +178%
GWM
1028
Geneos Wealth Management
Colorado
$55.8K – – –
BWS
1029
Buck Wealth Strategies
Colorado
$54.6K +$63.6K +943 New
SC
1030
Sawyer & Company
Massachusetts
$54K – – –
GFPC
1031
Global Financial Private Client
Florida
$52.6K – – –
MSFP
1032
Mark Sheptoff Financial Planning
Connecticut
$52.1K – – –
CTA
1033
Colonial Trust Advisors
South Carolina
$51.7K -$1.15K -17 -2%
WIM
1034
WealthPlan Investment Management
Nebraska
$51.2K +$59.6K +883 New
TC
1035
Tacita Capital
Ontario, Canada
$51K – – –
BIA
1036
Bell Investment Advisors
California
$48.2K -$6.28K -93 -10%
TH
1037
TCTC Holdings
Texas
$48K +$28.5K +423 +104%
MHR
1038
Matthew Hamilton Rosenberg
$47K – – –
AS
1039
AM Squared
Hong Kong
$46.4K -$33.7K -500 -38%
EWM
1040
Evermay Wealth Management
Virginia
$46.4K -$2.56K -38 -5%
VNA
1041
Valley National Advisers
Pennsylvania
$46K -$3.85K -57 -7%
SWA
1042
Sutton Wealth Advisors
Florida
$45.5K -$162K -2,400 -75%
AF
1043
Arrow Financial
New York
$44.1K – – –
CSC
1044
Caldwell Sutter Capital
California
$43.2K +$50.3K +745 New
SN
1045
Sittner & Nelson
Oregon
$42K – – –
KFS
1046
Kelly Financial Services
Massachusetts
$41.7K +$202 +3 +0.4%
WP
1047
WealthPLAN Partners
Nebraska
$40.1K +$46.7K +692 New
MFT
1048
Moisand Fitzgerald Tamayo
Florida
$39.2K +$1.69K +25 +4%
PCM
1049
Pointe Capital Management
Michigan
$39.1K +$45.6K +675 New
CWC
1050
Carolinas Wealth Consulting
North Carolina
$39K -$6.68K -99 -13%