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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
801
Creative Financial Designs
Indiana
$30.9K +$1.02K +4 +3%
FP
802
Financial Perspectives
Minnesota
$30.4K – – –
M
803
MOTCO
Texas
$30.4K – – –
PGAM
804
Princeton Global Asset Management
New Jersey
$30.4K – – –
CB
805
Community Bank
New York
$29.4K – – –
PWAM
806
Private Wealth Asset Management
Iowa
$29.4K – – –
CFO
807
CVA Family Office
Colorado
$28.7K – – –
ATC
808
Adirondack Trust Company
New York
$28.7K – – –
ZBNA
809
Zions Bancorporation, National Association
Utah
$28.2K – – –
B
810
Bayban
Minnesota
$28.2K +$29.6K +116 New
RF
811
Robinswood Financial
Washington
$28.2K – – –
AIA
812
Aventus Investment Advisors
Florida
$26.7K – – –
Ninety One (UK)
813
Ninety One (UK)
United Kingdom
$26K – – –
SIS
814
Sound Income Strategies
Florida
$25.9K +$14.8K +58 +109%
CWM
815
Copia Wealth Management
Oregon
$25.7K – – –
LC
816
Lavaca Capital
Texas
$24.3K – – –
RF
817
Rossby Financial
Florida
$24K +$4.33K +17 +21%
UIA
818
Ulland Investment Advisors
Minnesota
$24K – – –
TWD
819
True Wealth Design
Ohio
$23.8K -$8.41K -33 -25%
CFFP
820
Center for Financial Planning
Michigan
$23.8K – – –
BCWM
821
Bartlett & Co Wealth Management
Ohio
$23.3K – – –
TCM
822
TD Capital Management
Tennessee
$23.1K +$1.78K +7 +8%
WAS
823
Winch Advisory Services
Wisconsin
$22K – – –
SIC
824
SJS Investment Consulting
Ohio
$21.4K +$22.4K +88 New
PWMG
825
Prestige Wealth Management Group
New Jersey
$21.1K – – –