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Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
2551
Financial Network Wealth Advisors
Utah
$149K +$68.5K +420 +77%
WT
2552
Washington Trust
Rhode Island
$145K -$8.31K -51 -5%
GJIA
2553
Glass Jacobson Investment Advisors
Maryland
$143K – – –
FFA
2554
Frazier Financial Advisors
Ohio
$143K -$55.3K -339 -27%
CAM
2555
Costello Asset Management
Pennsylvania
$142K +$84.9K +521 +129%
VWM
2556
Vermillion Wealth Management
Minnesota
$142K -$2.93K -18 -2%
FNWM
2557
Financial Network Wealth Management
Utah
$141K +$150K +920 New
HFM
2558
Hartford Financial Management
Connecticut
$139K – – –
EPIMS
2559
Evelyn Partners Investment Management Services
$139K – – –
GKIM
2560
GW&K Investment Management
Massachusetts
$139K +$10.1K +62 +7%
MTC
2561
Matrix Trust Company
Colorado
$139K +$46.6K +286 +46%
SFCL
2562
Strengthening Families & Communities LLC
Massachusetts
$139K -$136K -836 -55%
FDW
2563
Fourth Dimension Wealth
Ohio
$131K – – –
CTC
2564
Cetera Trust Company
Minnesota
$129K – – –
CAIM
2565
Catherine Avery Investment Management
Florida
$128K – – –
IUHSA
2566
Itau Unibanco Holding S.A.
Brazil
$128K -$14.7K -90 -10%
LWANC
2567
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K – – –
BCMLT
2568
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K +$16.6K +102 +14%
CFFP
2569
Center for Financial Planning
Michigan
$126K – – –
LFASL
2570
Lugano Financial Advisors SA (LFA)
Switzerland
$124K -$30.5K -187 -19%
BWL
2571
Bogart Wealth LLC
Virginia
$116K -$1.63K -10 -1%
PCFFS
2572
Pacific Center for Financial Services
California
$115K – – –
PWMA
2573
Pension & Wealth Management Advisors
Massachusetts
$112K -$32.1K -197 -21%
NEWAS
2574
N.E.W. Advisory Services
Wisconsin
$111K +$118K +725 New
MWA
2575
Medallion Wealth Advisors
Connecticut
$111K +$12.2K +75 +12%