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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
501
Creative Financial Designs
Indiana
$67.4K +$66K +1,260 New
CCM
502
Coldstream Capital Management
Washington
$66.9K +$65.5K +1,250 New
FHA
503
First Horizon Advisors
Tennessee
$66.8K -$7.39K -141 -10%
APW
504
Aventura Private Wealth
Florida
$66.5K
TC
505
Trust Company
Kansas
$66.1K
PTC
506
Private Trust Company
Ohio
$65.2K +$63.8K +1,218 New
GWM
507
Geneos Wealth Management
Colorado
$60.7K
PA
508
PSI Advisors
Florida
$58.9K +$14.1K +270 +33%
HWA
509
Heritage Wealth Advisors
Virginia
$55.9K +$5.24K +100 +11%
FFO
510
Fortitude Family Office
Arizona
$54K +$891 +17 +2%
APW
511
Atlantic Private Wealth
North Carolina
$53.5K
CPBTD
512
Central Pacific Bank - Trust Division
Hawaii
$53.5K
CWM
513
Compass Wealth Management
Connecticut
$53.5K
HIA
514
Harbor Investment Advisory
Maryland
$53.5K
MA
515
MCF Advisors
Kentucky
$53.5K
CCM
516
Chilton Capital Management
Texas
$48.2K
MWM
517
MorganRosel Wealth Management
Colorado
$48.2K +$47.2K +900 New
EWA
518
EverSource Wealth Advisors
Alabama
$47K +$3.04K +58 +7%
QC
519
Quent Capital
New York
$45.3K
WPA
520
Wealth Preservation Advisors
Tennessee
$44K +$43.1K +823 New
WAG
521
Wiser Advisor Group
Arizona
$42.2K +$733 +14 +2%
CIR
522
Clear Investment Research
Georgia
$37.5K
CA
523
Continuum Advisory
Idaho
$37.5K
JWA
524
JFS Wealth Advisors
Pennsylvania
$37.5K +$36.7K +700 New
TLA
525
Tanglewood Legacy Advisors
Texas
$37.3K