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Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Pineridge Advisors
Missouri
$37K -$57.6K -211 -61%
GA
802
GoalVest Advisory
New York
$37K +$36.9K +135 New
AEPWM
803
Atlantic Edge Private Wealth Management
Florida
$36.7K
AAS
804
Ameritas Advisory Services
Nebraska
$36.3K -$51.9K -190 -59%
WIM
805
Westside Investment Management
California
$35.8K +$18K +66 +100%
PPC
806
Park Place Capital
Alabama
$35.6K
BFPW
807
BOK Financial Private Wealth
Colorado
$34.8K
IUHSA
808
Itau Unibanco Holding S.A.
Brazil
$34.2K -$1.09K -4 -3%
HWM
809
Hemington Wealth Management
Virginia
$33K +$4.1K +15 +14%
AGWCA
810
Annis Gardner Whiting Capital Advisors
Florida
$32.6K +$546 +2 +2%
SS
811
Sunbelt Securities
Texas
$30.7K +$30.6K +112 New
GKIM
812
GW&K Investment Management
Massachusetts
$29K
WT
813
Whittier Trust
California
$29K
WOSD
814
WFA of San Diego
California
$27.4K
RA
815
Rise Advisors
New York
$27.3K +$1.37K +5 +5%
GBT
816
Grove Bank & Trust
Florida
$26K
IW
817
Imprint Wealth
South Carolina
$25.7K +$25.7K +94 New
FMII
818
Farmers & Merchants Investments Inc
Nebraska
$25.5K
SIC
819
SJS Investment Consulting
Ohio
$25.2K +$23.5K +86 +1,433%
MMCM
820
Murphy & Mullick Capital Management
New York
$23.8K
PWMG
821
Private Wealth Management Group
New Jersey
$23.5K
HAP
822
Harbor Asset Planning
Massachusetts
$23.4K
TWD
823
True Wealth Design
Ohio
$22.9K +$9.01K +33 +65%
BDPWM
824
Barnes Dennig Private Wealth Management
Ohio
$22.7K +$546 +2 +2%
SS
825
SBI Securities
Japan
$22.4K -$2.19K -8 -9%