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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1751
Founders Financial Securities
Maryland
$1.65M +$29.9K +263 +2%
PBT
1752
Pictet Bank & Trust
Bahamas
$1.64M -$28.5K -251 -2%
CFFP
1753
Center for Financial Planning
Michigan
$1.64M +$17.5K +154 +1%
EW
1754
Evoke Wealth
California
$1.64M -$11.3M -99,768 -88%
BSA
1755
Bull Street Advisors
Georgia
$1.64M
GC
1756
Gilbert & Cook
Iowa
$1.63M +$68.1K +600 +4%
MWM
1757
Madison Wealth Management
Ohio
$1.63M +$49.5K +436 +3%
EA
1758
Eudaimonia Advisors
Tennessee
$1.63M -$10.7K -94 -0.7%
TF
1759
Trek Financial
Arizona
$1.62M -$772K -6,803 -33%
GLR
1760
Great Lakes Retirement
Ohio
$1.62M +$13.1K +115 +0.8%
MKC
1761
M. Kraus & Co
Vermont
$1.61M -$35.2K -310 -2%
KWA
1762
KCS Wealth Advisory
California
$1.61M +$35.7K +314 +2%
PHIC
1763
Pine Haven Investment Counsel
Massachusetts
$1.6M +$11.9K +105 +0.8%
RIA
1764
Regal Investment Advisors
Michigan
$1.6M +$106K +937 +7%
CT
1765
Colonial Trust
South Carolina
$1.6M -$31.2K -275 -2%
SLT
1766
St Louis Trust
Missouri
$1.59M
CCFCSB
1767
Cape Cod Five Cents Savings Bank
Massachusetts
$1.59M -$63.9K -563 -4%
MSWM
1768
McGlone Suttner Wealth Management
Wisconsin
$1.59M +$32.6K +287 +2%
LA
1769
Legacy Advisors
Pennsylvania
$1.59M +$326K +2,869 +26%
SFS
1770
Stiles Financial Services
Minnesota
$1.59M +$146K +1,282 +10%
BWM
1771
BCS Wealth Management
Tennessee
$1.59M +$268K +2,362 +21%
DA
1772
Doliver Advisors
Texas
$1.59M -$9.65K -85 -0.6%
TFA
1773
Teamwork Financial Advisors
Texas
$1.58M -$36.9K -325 -2%
BCG
1774
Breakwater Capital Group
New Jersey
$1.58M -$5.68K -50 -0.4%
GCA
1775
Greenwood Capital Associates
South Carolina
$1.58M -$67.8K -597 -4%