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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2076
Tucker Asset Management
Colorado
$154K -$114K -1,332 -46%
OPTFSNA
2077
Old Point Trust & Financial Services N A
Virginia
$153K -$8.92K -104 -6%
AW
2078
Avion Wealth
Texas
$152K -$6.01K -70 -4%
SWM
2079
Sugarloaf Wealth Management
Georgia
$150K -$22.1K -258 -14%
MA
2080
MCF Advisors
Kentucky
$149K +$257 +3 +0.2%
RA
2081
Rise Advisors
New York
$147K -$3.26K -38 -2%
PP
2082
Pingora Partners
Wyoming
$146K -$17.2K -200 -12%
ICA
2083
Infrastructure Capital Advisors
New York
$146K +$129K +1,500 New
HCP
2084
Hexagon Capital Partners
Arkansas
$145K -$57.6K -671 -31%
BIM
2085
Breakwater Investment Management
Washington
$141K -$6.09K -71 -5%
BAM
2086
Byrne Asset Management
New Jersey
$140K +$43.3K +505 +54%
GGI
2087
Godsey & Gibb Inc
Virginia
$137K -$16.3M -189,908 -99%
GBT
2088
Grove Bank & Trust
Florida
$137K +$21.1K +246 +21%
GJIA
2089
Glass Jacobson Investment Advisors
Maryland
$131K +$4.38K +51 +4%
WPWM
2090
Western Pacific Wealth Management
Illinois
$129K
WI
2091
Wintrust Investments
Illinois
$128K -$858K -10,002 -88%
HGERS
2092
Householder Group Estate & Retirement Specialist
Arizona
$128K -$686 -8 -0.6%
ATC
2093
Advantage Trust Company
Kansas
$126K
NCM
2094
Northwest Capital Management
Oregon
$124K
JEST
2095
JTC Employer Solutions Trustee
Jersey
$122K
FC
2096
Fairscale Capital
New Hampshire
$120K
BHWM
2097
Beaird Harris Wealth Management
Texas
$120K -$5.06K -59 -5%
CWM
2098
CarsonAllaria Wealth Management
Illinois
$119K +$2.32K +27 +2%
W
2099
WealthCollab
Washington
$117K -$8.58K -100 -8%
Acadian Asset Management
2100
Acadian Asset Management
Massachusetts
$116K -$2.64M -30,783 -96%