Name Holding Trade Value Shares
Change
Change in
Stake
BIM
601
Breakwater Investment Management
Washington
$6.7K – – –
CFG
602
Chapman Financial Group
Hawaii
$6.61K +$2.68K +200 +80%
CBT
603
Crews Bank & Trust
Florida
$6.61K +$3.35K +250 +125%
PPA
604
Painted Porch Advisors
California
$6.53K +$469 +35 +9%
SAM
605
Strive Asset Management
Ohio
$6.4K +$5.84K +436 New
CA
606
Clearstead Advisors
Ohio
$6.37K -$5.23K -390 -47%
JWA
607
JFS Wealth Advisors
Pennsylvania
$6.27K +$1.57K +117 +38%
GLF
608
Groupe la Francaise
France
$6.04K +$6.23K +465 New
RP
609
Raelipskie Partnership
Ontario, Canada
$6.02K – – –
VNA
610
Valley National Advisers
Pennsylvania
$6K -$4.02K -300 -40%
CFG
611
CKW Financial Group
Hawaii
$6K – – –
NB
612
NBT Bank
New York
$5.87K -$6.5K -485 -97%
AA
613
Addison Advisors
Vermont
$5.87K – – –
UB
614
UMB Bank
Missouri
$5.34K +$362 +27 +8%
JFA
615
JNBA Financial Advisors
Minnesota
$5.14K – – –
PS
616
Pinney & Scofield
Massachusetts
$5.14K – – –
FP
617
Financial Perspectives
Minnesota
$4.77K – – –
FGAM
618
Financial Gravity Asset Management
Texas
$4.48K +$4.09K +305 New
AIA
619
Aventus Investment Advisors
Florida
$4.4K – – –
FWM
620
FSA Wealth Management
Massachusetts
$4.4K – – –
TCA
621
Trifecta Capital Advisors
Illinois
$4.4K – – –
FC
622
Financial Consulate
Maryland
$4.4K +$4.02K +300 New
OP
623
ORG Partners
Indiana
$4.4K -$3.02K -225 -43%
TFA
624
Toth Financial Advisory
Virginia
$4.26K – – –
FUBT
625
First United Bank & Trust
Maryland
$4.18K – – –