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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
701
Mowery & Schoenfeld Wealth Management
Illinois
$24.5K
GA
702
GoalVest Advisory
New York
$24.5K
FFA
703
Frazier Financial Advisors
Ohio
$24K +$1.03K +5 +4%
KA
704
Kozak & Associates
Colorado
$23.7K
BGAI
705
Bruce G. Allen Investments
Colorado
$23.6K -$2.89K -14 -9%
B
706
Bayban
Minnesota
$23.3K +$4.13K +20 +17%
AGWCA
707
Annis Gardner Whiting Capital Advisors
Florida
$22.4K -$3.1K -15 -10%
FP
708
Financial Perspectives
Minnesota
$21.4K
PGAM
709
Princeton Global Asset Management
New Jersey
$21.4K
BIA
710
Bell Investment Advisors
California
$21.2K -$3.71K -18 -13%
CB
711
Community Bank
New York
$20.7K
PWAM
712
Private Wealth Asset Management
Iowa
$20.7K
EP
713
Essential Partners
California
$20.4K +$24.6K +119 New
MPW
714
MASECO Private Wealth
$20.4K -$25K -121 -50%
W
715
WealthCollab
Washington
$20.2K +$7.22K +35 +42%
ATC
716
Adirondack Trust Company
New York
$20.2K
RF
717
Robinswood Financial
Washington
$19.9K
CFO
718
CVA Family Office
Colorado
$19.5K -$826 -4 -3%
SIS
719
Sound Income Strategies
Florida
$19.2K +$206 +1 +0.9%
Ninety One (UK)
720
Ninety One (UK)
United Kingdom
$19K +$826 +4 +4%
FFG
721
Forum Finance Group
$19K +$28.9K +140 New
AIA
722
Aventus Investment Advisors
Florida
$18.8K
FC
723
Financial Consulate
Maryland
$18.5K +$8.05K +39 +57%
ZBNA
724
Zions Bancorporation, National Association
Utah
$18.3K -$1.86K -9 -8%
CWM
725
Copia Wealth Management
Oregon
$18.1K