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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1176
First Command Advisory Services
Texas
$76.9K +$21.2K +439 +35%
PWA
1177
Physician Wealth Advisors
Utah
$76.4K +$19.2K +398 +31%
CFFP
1178
Center for Financial Planning
Michigan
$74K -$1.5K -31 -2%
CPBTD
1179
Central Pacific Bank - Trust Division
Hawaii
$72.4K -$77.5K -1,605 -50%
PCM
1180
PenderFund Capital Management
British Columbia, Canada
$72.4K +$77.2K +1,600 New
GTAM
1181
Global Trust Asset Management
Florida
$71.1K
CPG
1182
Cornerstone Planning Group
New Jersey
$70.8K +$15.3K +316 +26%
TWIM
1183
TIAA Wealth Investment Management
New York
$70.1K +$74.9K +1,551 New
SI
1184
Sava Infond
Slovenia
$67.8K
TIAA Trust, National Association
1185
TIAA Trust, National Association
North Carolina
$67.5K -$592K -12,257 -89%
JFGIW
1186
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.8K -$126K -2,608 -64%
IBOK
1187
Independence Bank of Kentucky
Kentucky
$65.6K -$1.3K -27 -2%
HPC
1188
HM Payson & Co
Maine
$65.3K -$27.8K -575 -28%
ITIM
1189
Indiana Trust & Investment Management
Indiana
$65.2K
BW
1190
Bravera Wealth
North Dakota
$65K +$37.9K +786 +121%
QWM
1191
Quaker Wealth Management
New Jersey
$64.5K -$45.5K -942 -40%
TPWA
1192
Twin Peaks Wealth Advisors
California
$64.5K +$68.9K +1,427 New
TGY2IT
1193
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$62.3K +$66.5K +1,377 New
WTC
1194
WhitTier Trust Company
Nevada
$62.3K -$12.9K -267 -16%
SIC
1195
SJS Investment Consulting
Ohio
$61.6K +$47K +973 +250%
SIS
1196
Sound Income Strategies
Florida
$61.5K +$8.49K +176 +15%
CCWM
1197
Cassaday & Co Wealth Management
Virginia
$61.3K +$65.4K +1,355 New
AA
1198
Ancora Advisors
Ohio
$59.8K -$7.58K -157 -11%
NWMP
1199
Noble Wealth Management PBC
Colorado
$58.7K -$15.8K -328 -20%
OWP
1200
ORG Wealth Partners
Texas
$57.8K