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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
1001
Northwest Investment Counselors
Oregon
$62K
PP
1002
PFS Partners
New Jersey
$58.1K
OAJ
1003
Ogorek Anthony Joseph
New York
$58K +$28.7K +350 +67%
SN
1004
Sittner & Nelson
Oregon
$57K +$69.8K +850 New
Allspring Global Investments
1005
Allspring Global Investments
North Carolina
$55K -$81.8M -996,540 -100%
VC
1006
Vestor Capital
Illinois
$55K
1IA
1007
1834 Investment Advisors
Wisconsin
$54K -$19.7K -240 -23%
PP
1008
PrairieView Partners
Minnesota
$54K
KSWA
1009
Kathleen S. Wright Associates
Pennsylvania
$53K +$60.8K +740 +1,850%
Lazard Asset Management
1010
Lazard Asset Management
New York
$52K +$64K +780 New
GI
1011
Gradient Investments
Minnesota
$51K -$85.4K -1,040 -58%
DHGWA
1012
Dixon Hughes Goodman Wealth Advisors
North Carolina
$51K
RA
1013
Rise Advisors
New York
$51K
CWP
1014
Concord Wealth Partners
Virginia
$51K +$29.6K +360 +92%
EIP
1015
Ellis Investment Partners
Pennsylvania
$51K +$55.8K +680 +850%
TLCM
1016
Twin Lakes Capital Management
California
$51K +$61.6K +750 New
WR
1017
WD Rutherford
Oregon
$50K -$1.06M -12,850 -95%
TF
1018
TimeScale Financial
Massachusetts
$49K
KFI
1019
Key Financial Inc
Pennsylvania
$48K +$36.1K +440 +163%
HNWAG
1020
High Net Worth Advisory Group
Florida
$47K
LFA
1021
Level Financial Advisors
New York
$47K +$8.21K +100 +17%
LWP
1022
Lumature Wealth Partners
Georgia
$47K +$9.85K +120 +21%
T
1023
TCWP
Ohio
$47K +$58.3K +710 New
AWM
1024
Activest Wealth Management
Florida
$45K +$39.4K +480 +267%
TPCW
1025
TD Private Client Wealth
New York
$44.6K -$76.4K -930 -58%