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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1101
PrairieView Partners
Minnesota
$18K
AW
1102
Avion Wealth
Texas
$18K +$19.2K +300 New
M
1103
MOTCO
Texas
$18K +$19.3K +302 New
WPA
1104
West Paces Advisors
Georgia
$17.6K
RF
1105
Robbins Farley
New Hampshire
$17K
SAM
1106
Strategic Asset Management
Minnesota
$17K
TWM
1107
Tradition Wealth Management
Minnesota
$17K +$639 +10 +4%
CAL
1108
Capital Advisors Ltd
Ohio
$17K +$5.05K +79 +40%
CSPAM
1109
Cary Street Partners Asset Management
Virginia
$17K +$17.4K +273 New
CMP
1110
Coston McIsaac & Partners
Maine
$15K
FWM
1111
Focused Wealth Management
New York
$15K
HDIM
1112
Hanson & Doremus Investment Management
Vermont
$15K
SA
1113
SRH Advisors
Kansas
$15K
GI
1114
Gradient Investments
Minnesota
$14K -$13.5K -212 -47%
GA
1115
GoalVest Advisory
New York
$14K -$958 -15 -6%
MWM
1116
Mascoma Wealth Management
New Hampshire
$13K -$17K -266 -55%
CAC
1117
Core Alternative Capital
Georgia
$13K -$4.92K -77 -26%
KTC
1118
Kistler-Tiffany Companies
Pennsylvania
$13K
BWM
1119
BerganKDV Wealth Management
Minnesota
$13K +$64 +1 +0.5%
RTC
1120
Riverview Trust Company
Washington
$12K -$30.7K -480 -70%
HWM
1121
Horizons Wealth Management
North Carolina
$12K
HIM
1122
Hillsdale Investment Management
Ontario, Canada
$12K +$12.8K +200 New
SIS
1123
Sound Income Strategies
Florida
$11K +$9.9K +155 +646%
JFGIW
1124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$12.8K -200 -59%
WWM
1125
Wolff Wiese Magana
California
$10K -$1.28K -20 -11%