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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1201
Hemington Wealth Management
Virginia
$45K +$10.6K +128 +29%
AF
1202
Atala Financial
California
$44.2K – – –
BTC
1203
Bank & Trust Company
Illinois
$44.2K – – –
SWA
1204
SOA Wealth Advisors
New York
$43.3K +$333 +4 +0.7%
TFGT
1205
TS Financial Group (TSFG)
Illinois
$43K +$4.16K +50 +10%
TC
1206
Tacita Capital
Ontario, Canada
$42.2K – – –
HIA
1207
Harbor Investment Advisory
Maryland
$41.6K – – –
FCMT
1208
Founders Capital Management (Texas)
Texas
$40.1K – – –
PWMA
1209
Pension & Wealth Management Advisors
Massachusetts
$40.1K – – –
FNWA
1210
Financial Network Wealth Advisors
Utah
$40.1K +$7.24K +87 +21%
PB
1211
Pinnacle Bancorp
Nebraska
$38.8K – – –
WWM
1212
Wolff Wiese Magana
California
$38.1K +$10.2K +123 +35%
GSWM
1213
Golden State Wealth Management
California
$37.7K -$5.74K -69 -13%
BCMLT
1214
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.7K +$1.58K +19 +4%
VNA
1215
Valley National Advisers
Pennsylvania
$37K -$2.91K -35 -7%
FFO
1216
Fortitude Family Office
Arizona
$36.6K -$14.1K -169 -27%
SIM
1217
Studio Investment Management
Illinois
$36.5K – – –
CNBTD
1218
Citizens National Bank Trust Department
Mississippi
$36.1K – – –
C
1219
Covestor
United Kingdom
$36K -$166 -2 -0.4%
OAJ
1220
Ogorek Anthony Joseph
New York
$35K +$27.6K +332 +313%
WTA
1221
Washington Trust Advisors
Massachusetts
$34.7K +$416 +5 +1%
CT
1222
Coastline Trust
Rhode Island
$34.5K – – –
GK
1223
Graney & King
New York
$33.8K – – –
M
1224
MOTCO
Texas
$33.2K +$17.6K +212 +105%
RWS
1225
Retirement Wealth Solutions
Wisconsin
$32.1K +$83 +1 +0.3%