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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
901
Stonebridge Capital Advisors
Minnesota
$34K +$16.7K +50 +119%
BWA
902
BDO Wealth Advisors
Florida
$32K +$16.7K +50 +143%
EARNEST Partners
903
EARNEST Partners
Georgia
$30K – – –
TH
904
TCTC Holdings
Texas
$30K – – –
CFO
905
CVA Family Office
Colorado
$30K +$26.7K +80 New
CT
906
Caldwell Trust
Florida
$28.1K – – –
AWM
907
Avior Wealth Management
Nebraska
$28K -$12.4K -37 -33%
TFS
908
TrustCore Financial Services
Tennessee
$28K – – –
WAS
909
Winch Advisory Services
Wisconsin
$28K – – –
FFA
910
Freedman Financial Associates
Massachusetts
$27K – – –
LF
911
Lee Financial
Texas
$27K +$23.7K +71 New
EWA
912
EverSource Wealth Advisors
Alabama
$26K +$22.7K +68 New
MAM
913
Mystic Asset Management
Rhode Island
$26K +$23.4K +70 New
SFM
914
Signet Financial Management
New Jersey
$26K +$23.4K +70 New
1IA
915
1834 Investment Advisors
Wisconsin
$23K – – –
TFO
916
Tarbox Family Office
California
$23K – – –
BIA
917
Bell Investment Advisors
California
$23K +$2.34K +7 +13%
PMFA
918
Plante Moran Financial Advisors
Michigan
$23K +$20.4K +61 New
CBT
919
CoreFirst Bank & Trust
Kansas
$22K – – –
DWMG
920
DB Wealth Management Group
California
$22K – – –
PB
921
Pinnacle Bancorp
Nebraska
$22K – – –
ADL
922
Asset Dedication LLC
California
$21K – – –
ME
923
McIlrath & Eck
Washington
$21K – – –
MCM
924
MV Capital Management
Maryland
$21K +$5.34K +16 +40%
KFS
925
Kelly Financial Services
Massachusetts
$20.2K – – –