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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3451
Bellevue Asset Management
Washington
$77.4K +$129 +1 +0.2%
GG
3452
Gleason Group
Kentucky
$76.4K +$386 +3 +0.5%
NBT
3453
Northwest Bank & Trust
Iowa
$75.5K – – –
SA
3454
Scarborough Advisors
Maryland
$75K +$1.03K +8 +1%
IA
3455
IFS Advisors
Kansas
$73.9K – – –
AAG
3456
Accordant Advisory Group
Maryland
$69.7K -$808K -6,270 -92%
CCA
3457
Criterion Capital Advisors
Tennessee
$69.6K – – –
UOTTAIMCU
3458
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$68.6K – – –
CP
3459
Camelot Portfolios
Ohio
$68.4K +$71.2K +553 New
KWAG
3460
Kiely Wealth Advisory Group
North Carolina
$68.4K – – –
MWM
3461
Mascoma Wealth Management
New Hampshire
$68K +$1.68K +13 +2%
HB
3462
Horizon Bancorp
Indiana
$66K -$9.53K -74 -12%
LWA
3463
Lowe Wealth Advisors
Maryland
$65.9K -$3.86K -30 -5%
VF
3464
VitalStone Financial
Texas
$65K +$386 +3 +0.6%
SFC
3465
Strategic Financial Concepts
Texas
$63.8K +$4.23M +32,832 +1,476%
DP
3466
Denver PWM
Colorado
$63.6K +$66.2K +514 New
RWA
3467
Redmont Wealth Advisors
Illinois
$61.9K -$25.8K -200 -29%
DWA
3468
Dougherty Wealth Advisers
Minnesota
$61.9K – – –
MFT
3469
Moisand Fitzgerald Tamayo
Florida
$60.9K – – –
HWM
3470
Horizons Wealth Management
North Carolina
$60.9K – – –
LFA
3471
Legend Financial Advisors
Pennsylvania
$60.7K +$39.3K +305 +165%
FCG
3472
Financial Connections Group
California
$60K – – –
RDFA
3473
Ritter Daniher Financial Advisory
Ohio
$59.1K -$1.93K -15 -3%
W
3474
WealthCollab
Washington
$56.5K – – –
CM
3475
Capula Management
Cayman Islands
$56.1K +$58.4K +453 New