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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
CarsonAllaria Wealth Management
Illinois
$14K – – –
PP
777
PrairieView Partners
Minnesota
$14K – – –
TF
778
Tompkins Financial
New York
$14K +$15.3K +100 New
SIC
779
SJS Investment Consulting
Ohio
$13.3K -$305 -2 -2%
RTC
780
Riverview Trust Company
Washington
$13K +$305 +2 +2%
PTC
781
Private Trust Company
Ohio
$13K +$1.37K +9 +11%
CFD
782
Creative Financial Designs
Indiana
$12.9K – – –
TC
783
Truvestments Capital
Florida
$12.8K -$16.3K -107 -55%
CSPIA
784
Cary Street Partners Investment Advisory
Virginia
$12.2K +$13K +85 New
FFL
785
Financial Freedom LLC
Ohio
$11.9K +$12.7K +83 New
ZB
786
Zions Bancorporation
Utah
$11.6K -$3.2K -21 -21%
CWC
787
Carolinas Wealth Consulting
North Carolina
$11.1K +$4.58K +30 +64%
MS
788
Madden Securities
Texas
$11.1K +$11.7K +77 New
HWM
789
HighMark Wealth Management
Minnesota
$10.8K – – –
GJIA
790
Glass Jacobson Investment Advisors
Maryland
$10.8K +$11.4K +75 New
USCWA
791
U.S. Capital Wealth Advisors
Texas
$10.6K +$11.3K +74 New
MPCL
792
My Personal CFO LLC
Washington
$10.2K +$10.8K +71 New
AIM
793
Anchor Investment Management
South Carolina
$10K – – –
UOTTAIMCU
794
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$10.8K +71 New
FCA
795
FinTrust Capital Advisors
South Carolina
$9.9K -$25.8K -169 -71%
SWA
796
Sutton Wealth Advisors
Florida
$9.9K +$5.95K +39 +130%
CHA
797
Carmichael Hill & Associates
Maryland
$9.76K -$3.05K -20 -23%
ICM
798
Islay Capital Management
Texas
$9.76K – – –
BWM
799
BerganKDV Wealth Management
Minnesota
$9.62K -$6.25K -41 -38%
FFA
800
Farther Finance Advisors
California
$9.33K +$9.92K +65 New