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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
426
Wells Financial Advisors
Massachusetts
$13K – – –
AFG
427
Albion Financial Group
Utah
$13K +$12K +150 New
WTC
428
WhitTier Trust Company
Nevada
$12K -$25.7K -320 -70%
CP
429
Castleview Partners
Texas
$12K +$10.4K +130 New
AIM
430
Anchor Investment Management
South Carolina
$11.7K – – –
AWM
431
Avior Wealth Management
Nebraska
$11K +$10.2K +127 New
HWM
432
HighMark Wealth Management
Minnesota
$10K +$7.87K +98 +613%
FWM
433
Focused Wealth Management
New York
$9K -$10K -125 -56%
PO
434
Private Ocean
California
$9K -$4.26K -53 -35%
PWA
435
Phoenix Wealth Advisors
North Carolina
$9K – – –
TH
436
TCTC Holdings
Texas
$9K – – –
BWM
437
Baystate Wealth Management
Massachusetts
$9K +$8.03K +100 New
HNB
438
Huntington National Bank
Ohio
$9K +$8.03K +100 New
ADL
439
Asset Dedication LLC
California
$8K +$1.61K +20 +30%
IFAM
440
Institutional & Family Asset Management
Colorado
$8K +$4.01K +50 +125%
DOA
441
D'Orazio & Associates
Virginia
$7K – – –
SC
442
SouthState Corp
Florida
$7K – – –
AP
443
Atwood & Palmer
Missouri
$6K – – –
FCM
444
Firestone Capital Management
Florida
$6K – – –
ST
445
Smithfield Trust
Pennsylvania
$6K – – –
BWL
446
Bogart Wealth LLC
Virginia
$6K +$4.98K +62 New
TWA
447
TCI Wealth Advisors
Arizona
$6K +$5.22K +65 New
JWM
448
Janiczek Wealth Management
Colorado
$6K +$5.62K +70 New
TWP
449
TFO Wealth Partners
Ohio
$5K – – –
COCM
450
Charter Oak Capital Management
New Hampshire
$5K +$2.01K +25 +71%