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Name Holding Trade Value Shares
Change
Change in
Stake
M
801
MOTCO
Texas
$30.4K
PGAM
802
Princeton Global Asset Management
New Jersey
$30.4K
CB
803
Community Bank
New York
$29.4K
PWAM
804
Private Wealth Asset Management
Iowa
$29.4K
CFO
805
CVA Family Office
Colorado
$28.7K
ATC
806
Adirondack Trust Company
New York
$28.7K
ZBNA
807
Zions Bancorporation, National Association
Utah
$28.2K
B
808
Bayban
Minnesota
$28.2K +$29.6K +116 New
RF
809
Robinswood Financial
Washington
$28.2K
AIA
810
Aventus Investment Advisors
Florida
$26.7K
Ninety One (UK)
811
Ninety One (UK)
United Kingdom
$26K
SIS
812
Sound Income Strategies
Florida
$25.9K +$14.8K +58 +109%
CWM
813
Copia Wealth Management
Oregon
$25.7K
LC
814
Lavaca Capital
Texas
$24.3K
RF
815
Rossby Financial
Florida
$24K +$4.33K +17 +21%
UIA
816
Ulland Investment Advisors
Minnesota
$24K
TWD
817
True Wealth Design
Ohio
$23.8K -$8.41K -33 -25%
CFFP
818
Center for Financial Planning
Michigan
$23.8K
BCWM
819
Bartlett & Co Wealth Management
Ohio
$23.3K
TCM
820
TD Capital Management
Tennessee
$23.1K +$1.78K +7 +8%
WAS
821
Winch Advisory Services
Wisconsin
$22K
SIC
822
SJS Investment Consulting
Ohio
$21.4K +$22.4K +88 New
PWMG
823
Prestige Wealth Management Group
New Jersey
$21.1K
TFM
824
TFC Financial Management
Massachusetts
$21.1K +$22.2K +87 New
GEA
825
Glen Eagle Advisors
New Jersey
$20.7K