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Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
751
Cherry Tree Wealth Management
Minnesota
$64.7K – – –
CTC
752
Central Trust Company
Missouri
$63.4K – – –
ABWM
753
Alpine Bank Wealth Management
Colorado
$62.3K +$63.2K +232 New
LFG
754
Larson Financial Group
Missouri
$62K – – –
KFI
755
Key Financial Inc
Pennsylvania
$60.9K – – –
TSMHT
756
Thurston Springer Miller Herd & Titak
Indiana
$57.7K +$56.7K +208 +2,971%
SSB
757
Sandy Spring Bank
Maryland
$56.1K – – –
FMP
758
Financial Management Professionals
Texas
$55K +$817 +3 +1%
PCTC
759
Perkins Coie Trust Company
Washington
$54.2K +$55K +202 New
MWA
760
Medallion Wealth Advisors
Connecticut
$54.1K – – –
AWM
761
Atticus Wealth Management
Florida
$53.7K – – –
TFA
762
Toth Financial Advisory
Virginia
$53.7K – – –
LSA
763
Leonteq Securities AG
Switzerland
$53.4K +$54.2K +199 New
EFMH
764
E Fund Management (HK)
Hong Kong
$53K +$53.9K +198 New
CPG
765
Cornerstone Planning Group
New Jersey
$52.7K +$27.5K +101 +109%
FDCP
766
Foster Dykema Cabot & Partners
Massachusetts
$48.3K – – –
LI
767
LRI Investments
Florida
$48.3K +$8.17K +30 +20%
JWA
768
JFS Wealth Advisors
Pennsylvania
$45.1K – – –
DI
769
DAGCO Inc
Ohio
$45.1K +$45.8K +168 New
PWA
770
Physician Wealth Advisors
Utah
$41.9K – – –
HWA
771
HHM Wealth Advisors
Tennessee
$40.8K -$13.6K -50 -25%
GKIM
772
GW&K Investment Management
Massachusetts
$40K +$2.18K +8 +6%
PWA
773
Provenance Wealth Advisors
Florida
$40K – – –
FFA
774
Frazier Financial Advisors
Ohio
$38.7K – – –
MSWM
775
Mowery & Schoenfeld Wealth Management
Illinois
$38.4K – – –