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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
1826
Castle Rock Wealth Management
California
$203K -$66.3K -650 -23%
RA
1827
Rise Advisors
New York
$202K +$16.3K +160 +9%
CB
1828
Centennial Bank
Arkansas
$202K +$206K +2,016 New
AAP
1829
Arax Advisory Partners
Colorado
$201K +$7.45K +73 +4%
QI
1830
Qtron Investments
Massachusetts
$201K +$204K +2,004 New
SBWIC
1831
Schaper Benz & Wise Investment Counsel
Wisconsin
$200K +$204K +1,997 New
MC
1832
Matisse Capital
Oregon
$200K +$203K +1,995 New
EWA
1833
EverSource Wealth Advisors
Alabama
$198K +$59.4K +582 +42%
FFA
1834
Farther Finance Advisors
California
$198K +$201K +1,973 New
MSFP
1835
Mark Sheptoff Financial Planning
Connecticut
$196K
GC
1836
Gibson Capital
Pennsylvania
$196K -$12.1K -119 -6%
VC
1837
Vestor Capital
Illinois
$196K +$18.3K +179 +10%
LTI
1838
Laffer Tengler Investments
Tennessee
$195K -$50.5K -495 -20%
AA
1839
Addison Advisors
Vermont
$195K -$62.3K -611 -24%
AI
1840
AXS Investments
New York
$195K +$198K +1,942 New
SIS
1841
Sound Income Strategies
Florida
$192K -$36.3K -356 -16%
KFA
1842
Kelleher Financial Advisors
New York
$186K +$190K +1,860 New
MWM
1843
MinichMacGregor Wealth Management
New York
$185K +$188K +1,841 New
CCM
1844
Copeland Capital Management
Pennsylvania
$180K
KIG
1845
Kessler Investment Group
Indiana
$180K +$6.12K +60 +3%
BWA
1846
BDO Wealth Advisors
Florida
$179K +$102 +1 +0.1%
RTC
1847
Riverview Trust Company
Washington
$179K +$109K +1,066 +149%
TFA
1848
Transamerica Financial Advisors
Florida
$177K -$37.1K -364 -17%
SC
1849
Steph & Co
Wisconsin
$174K
PO
1850
Private Ocean
California
$173K -$4.28K -42 -2%