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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
4776
Accordant Advisory Group
Maryland
$77.5K +$3.09K +5 +5%
DWA
4777
Delos Wealth Advisors
Texas
$74.5K +$62.4K +101 New
FCMT
4778
Founders Capital Management (Texas)
Texas
$74.5K – – –
PWA
4779
Principia Wealth Advisory
Texas
$74.5K +$9.27K +15 +17%
MFG
4780
Mendota Financial Group
Wisconsin
$73.8K -$6.8K -11 -10%
CF
4781
Conquis Financial
California
$73.8K – – –
KLWA
4782
Kelly Lawrence W & Associates
California
$73.8K – – –
TJHA
4783
Thomas J. Herzfeld Advisors
Florida
$73.8K – – –
FS
4784
Financially Speaking
Colorado
$73.8K +$61.8K +100 New
PA
4785
Pineridge Advisors
Missouri
$72.4K – – –
BCWM
4786
Ball & Co Wealth Management
Tennessee
$71K +$3.09K +5 +5%
UIC
4787
Uniplan Investment Counsel
Wisconsin
$70.9K +$51.3K +83 +638%
LFA
4788
LGT Financial Advisors
Texas
$65K +$54.4K +88 New
KSWA
4789
Kathleen S. Wright Associates
Pennsylvania
$63.5K – – –
WFA
4790
West Financial Advisors
Iowa
$62.7K – – –
SCA
4791
Stuart Chaussee & Associates
California
$59.8K – – –
PCA
4792
PMV Capital Advisers
Texas
$59.8K +$3.09K +5 +7%
SAS
4793
Spurstone Advisory Services
Connecticut
$59K +$49.4K +80 New
PSB
4794
Piscataqua Savings Bank
New Hampshire
$59K +$40.2K +65 +433%
CYG
4795
Clean Yield Group
Vermont
$57K -$19.2K -31 -29%
SC
4796
Steph & Co
Wisconsin
$56.8K -$3.71K -6 -7%
AWM
4797
Avondale Wealth Management
Texas
$56.8K +$4.33K +7 +10%
MPW
4798
MASECO Private Wealth
$54K +$45.1K +73 New
MEG
4799
Millstone Evans Group
Colorado
$50.2K – – –
JFG
4800
JDM Financial Group
Texas
$47.2K – – –