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Name Holding Trade Value Shares
Change
Change in
Stake
RF
1851
Robinswood Financial
Washington
$155K +$154 +1 +0.1%
FFO
1852
Fortitude Family Office
Arizona
$152K – – –
CWM
1853
Crowley Wealth Management
Delaware
$152K – – –
S
1854
Sachetta
Massachusetts
$150K +$23.9K +155 +19%
EWM
1855
Evermay Wealth Management
Virginia
$147K – – –
MTC
1856
Matrix Trust Company
Colorado
$147K -$7.25K -47 -5%
GWSA
1857
Global Wealth Strategies & Associates
Colorado
$147K +$48.7K +316 +50%
ITIM
1858
Indiana Trust & Investment Management
Indiana
$146K – – –
Jones Financial Companies
1859
Jones Financial Companies
Missouri
$143K -$96.8K -628 -40%
ABWM
1860
Alpine Bank Wealth Management
Colorado
$143K – – –
ECM
1861
Estabrook Capital Management
New York
$141K -$4.63K -30 -3%
KFGG
1862
Keystone Financial Group (Georgia)
Georgia
$140K +$11.4K +74 +9%
MSFP
1863
Mark Sheptoff Financial Planning
Connecticut
$138K – – –
CBT
1864
CoreFirst Bank & Trust
Kansas
$137K – – –
RF
1865
Rossby Financial
Florida
$136K +$1.39K +9 +1%
MHR
1866
Matthew Hamilton Rosenberg
$136K – – –
FCAS
1867
First Command Advisory Services
Texas
$135K -$7.86K -51 -6%
CCA
1868
Catalyst Capital Advisors
New York
$135K -$5.86K -38 -4%
VNA
1869
Valley National Advisers
Pennsylvania
$134K +$4.78K +31 +4%
IWA
1870
Icon Wealth Advisors
Texas
$132K +$23.6K +153 +22%
CF
1871
Conquis Financial
California
$132K – – –
BWAM
1872
Boyd Watterson Asset Management
Ohio
$131K -$49.3K -320 -27%
SWP
1873
Strategic Wealth Partners
Ohio
$131K +$42.4K +275 +48%
CAL
1874
Capital Analysts LLC
Pennsylvania
$131K +$463 +3 +0.4%
MAM
1875
Marquette Asset Management
Minnesota
$127K +$8.02K +52 +7%