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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
1776
Stonehage Fleming Financial Services
Jersey
$88.9K -$11.1K -138 -12%
CAL
1777
Capital Analysts LLC
Pennsylvania
$87K -$401 -5 -0.5%
AP
1778
Arlington Partners
Alabama
$86.4K +$74.5K +929 +5,806%
TC
1779
Trust Company
Kansas
$86.1K -$13.2K -164 -15%
BHWM
1780
Beaird Harris Wealth Management
Texas
$85.8K
RFG
1781
REAP Financial Group
Texas
$82.5K +$72.5K +903 New
SPWM
1782
Spartan Planning & Wealth Management
North Carolina
$80.7K +$70.7K +881 +44,050%
RF
1783
Robinswood Financial
Washington
$80.5K +$80 +1 +0.1%
EWA
1784
EverSource Wealth Advisors
Alabama
$79.1K -$26.5K -330 -28%
EWP
1785
Elevation Wealth Partners
California
$74.4K +$2.89K +36 +4%
IBOK
1786
Independence Bank of Kentucky
Kentucky
$73.2K +$963 +12 +2%
CCMW
1787
Cypress Capital Management (Wyoming)
Wyoming
$72.3K -$9.55K -119 -13%
BC
1788
Barrett & Company
Rhode Island
$70.9K -$7.46K -93 -11%
IWP
1789
IAG Wealth Partners
Wisconsin
$69.3K
SA
1790
Scarborough Advisors
Maryland
$68.2K +$59.9K +746 New
SNB
1791
Security National Bank
Nebraska
$66.8K +$58.7K +731 New
CJ
1792
Caitlin John
Michigan
$66.2K +$58.2K +725 New
OIA
1793
Optimum Investment Advisors
Illinois
$65.6K -$46.6K -581 -45%
RG
1794
Retirement Group
California
$64.4K
HC
1795
Hoese & Co
Minnesota
$64.1K
UIA
1796
Ulland Investment Advisors
Minnesota
$64K -$24.8K -309 -31%
RFA
1797
Resurgent Financial Advisors
Georgia
$63.7K +$1.44K +18 +3%
NA
1798
Nordwand Advisors
Pennsylvania
$63.4K
VWWMG
1799
Vermillion & White Wealth Management Group
Pennsylvania
$62.6K +$55K +685 New
CWM
1800
Compass Wealth Management
Connecticut
$60.1K -$63.3K -789 -55%