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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Beaird Harris Wealth Management
Texas
$40.2K -$3.02K -16 -7%
ATC
652
Adirondack Trust Company
New York
$40.1K
WIA
653
Wetzel Investment Advisors
Indiana
$39.2K
AGWCA
654
Annis Gardner Whiting Capital Advisors
Florida
$38.9K
POIA
655
Pin Oak Investment Advisors
Texas
$38K
HWA
656
HHM Wealth Advisors
Tennessee
$36.3K -$26.8K -142 -44%
OA
657
Operose Advisors
Wisconsin
$33.5K
GWM
658
Geneos Wealth Management
Colorado
$30.5K -$3.59K -19 -11%
SS
659
Sunbelt Securities
Texas
$30.5K
PWA
660
Provenance Wealth Advisors
Florida
$30.1K
MSWM
661
Mowery & Schoenfeld Wealth Management
Illinois
$28.8K +$27K +143 New
CA
662
Continuum Advisory
Idaho
$28K -$3.78K -20 -13%
IWA
663
IBEX Wealth Advisors
New Jersey
$27.8K +$26.1K +138 New
CA
664
Crewe Advisors
Utah
$27.6K +$24K +127 +1,270%
FNWA
665
Financial Network Wealth Advisors
Utah
$27.6K +$25.9K +137 New
SVCP
666
Silicon Valley Capital Partners
California
$27.5K +$189 +1 +0.7%
GKIM
667
GW&K Investment Management
Massachusetts
$27K
WTA
668
Washington Trust Advisors
Massachusetts
$26.6K
PIS
669
POM Investment Strategies
North Carolina
$26K +$21.9K +116 +892%
FP
670
Financial Perspectives
Minnesota
$25.2K
CFO
671
CVA Family Office
Colorado
$24.4K +$189 +1 +0.8%
SWM
672
Sugarloaf Wealth Management
Georgia
$23.8K
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$23K
LTI
674
Laffer Tengler Investments
Tennessee
$22K +$20.6K +109 New
WWP
675
WR Wealth Planners
Missouri
$21K -$944 -5 -5%