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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1151
Baldwin Wealth Partners
Massachusetts
$138K -$56.7K -725 -29%
AF
1152
Advisornet Financial
Minnesota
$136K +$30.1K +385 +28%
HB
1153
Horizon Bancorp
Indiana
$135K +$136K +1,735 New
BFEC
1154
Benjamin F. Edwards & Company
Missouri
$132K -$10.2K -130 -7%
PB
1155
Pinnacle Bancorp
Nebraska
$132K
KFP
1156
KB Financial Partners
New Jersey
$130K +$73.1K +935 +127%
BC
1157
Burleson & Co
California
$125K +$126K +1,615 New
FPFS
1158
First Personal Financial Services
North Carolina
$122K
WTA
1159
Washington Trust Advisors
Massachusetts
$117K -$78.9K -1,010 -40%
RBC
1160
Roble Belko & Company
Pennsylvania
$116K
KTC
1161
Kistler-Tiffany Companies
Pennsylvania
$113K +$19.9K +255 +21%
CWC
1162
Carolinas Wealth Consulting
North Carolina
$112K +$38.7K +495 +52%
TWM
1163
Tradition Wealth Management
Minnesota
$109K +$782 +10 +0.7%
BTI
1164
Blue Trust Inc
Georgia
$108K +$21.5K +275 +24%
PMFA
1165
Plante Moran Financial Advisors
Michigan
$107K
FFA
1166
Farther Finance Advisors
California
$101K +$102K +1,305 New
MME
1167
Meag Munich Ergo
Germany
$101K
SWA
1168
Sutton Wealth Advisors
Florida
$99.8K -$11.7K -150 -10%
LS
1169
Livforsakringsbolaget Skandia
Sweden
$99.8K
CA
1170
Clearstead Advisors
Ohio
$99.4K -$168K -2,150 -63%
CWM
1171
Cedar Wealth Management
California
$97.5K
EWM
1172
Endurance Wealth Management
Rhode Island
$96K
CA
1173
Crewe Advisors
Utah
$94K -$33.6K -430 -26%
POIA
1174
Pin Oak Investment Advisors
Texas
$89K +$21.9K +280 +32%
CM
1175
Cornerstone Management
Georgia
$87.4K +$87.9K +1,125 New