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Name Holding Trade Value Shares
Change
Change in
Stake
ARS
3051
Adirondack Retirement Specialists
New York
$22K +$24.3K +500 New
AIA
3052
Arcadia Investment Advisors
Idaho
$21.9K
CFG
3053
CKW Financial Group
Hawaii
$21K
ARIS
3054
Advanced Research Investment Solutions
California
$21K +$4.86K +100 +27%
Baillie Gifford & Co
3055
Baillie Gifford & Co
United Kingdom
$20K -$1.65K -34 -7%
PWC
3056
PYA Waltman Capital
Tennessee
$20K
RA
3057
Rational Advisors
New York
$20K +$49 +1 +0.2%
IA
3058
IFS Advisors
Kansas
$18K
NWM
3059
Navigation Wealth Management
Colorado
$18K
SAM
3060
Selway Asset Management
$18K +$19.4K +400 New
HF
3061
Halpern Financial
Virginia
$17K -$9.13K -188 -33%
HWM
3062
Horizons Wealth Management
North Carolina
$15K
BCPWM
3063
Bradley & Co Private Wealth Management
Florida
$14K
HFS
3064
HBC Financial Services
Washington
$14K +$146 +3 +0.9%
WIM
3065
Wilen Investment Management
Florida
$13K
SPWG
3066
Sage Private Wealth Group
Illinois
$13K +$9.86K +203 +203%
MS
3067
Mizuho Securities
Japan
$10K -$56.2K -1,156 -84%
LWA
3068
Lowe Wealth Advisors
Maryland
$10K
FA
3069
Fortis Advisors
Pennsylvania
$10K +$97 +2 +0.9%
GI
3070
GS Investments
Minnesota
$9K
IHWM
3071
Iron Horse Wealth Management
Iowa
$8K
WAM
3072
WFA Asset Management
Wisconsin
$7.65K +$97 +2 +1%
TWP
3073
TFO Wealth Partners
Ohio
$7K -$4.47K -92 -36%
HCM
3074
Horrell Capital Management
Arkansas
$7K
ST
3075
Sageworth Trust
Pennsylvania
$6K