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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1201
Tompkins Financial
New York
$22.6K
HFS
1202
Horizon Financial Services
North Carolina
$22.6K +$12.9K +60 +150%
PFA
1203
Pathway Financial Advisers
Indiana
$22.1K +$21.3K +99 New
HWP
1204
Highline Wealth Partners
California
$22.1K +$3.65K +17 +21%
DAM
1205
Delta Asset Management
Tennessee
$21.2K
PWA
1206
Physician Wealth Advisors
Utah
$20.5K +$4.94K +23 +34%
SWA
1207
SOA Wealth Advisors
New York
$19.2K
ME
1208
McIlrath & Eck
Washington
$18.5K
OSNBOA
1209
Old Second National Bank of Aurora
Illinois
$18K
BBHC
1210
Brown Brothers Harriman & Co
New York
$17.8K +$14.6K +68 +618%
BSB
1211
Bangor Savings Bank
Maine
$17.4K -$7.73K -36 -32%
SFCL
1212
Strengthening Families & Communities LLC
Massachusetts
$17.4K +$16.5K +77 New
PAI
1213
Pittenger & Anderson Inc
Nebraska
$16.9K
HWM
1214
HighMark Wealth Management
Minnesota
$16.9K -$32.2K -150 -67%
CPG
1215
Cornerstone Planning Group
New Jersey
$16.7K +$104K +482 +513%
SIC
1216
Salem Investment Counselors
North Carolina
$16.7K
CIAS
1217
CBIZ Investment Advisory Services
Ohio
$16.5K -$3.44K -16 -18%
AIC
1218
Archer Investment Corporation
Indiana
$16.2K
EWM
1219
Evermay Wealth Management
Virginia
$16.2K
WCM
1220
Winthrop Capital Management
Indiana
$16K
AAG
1221
Armstrong Advisory Group
Massachusetts
$15.6K
BLC
1222
Brown, Lisle/Cummings
Rhode Island
$15.4K
DWM
1223
Dogwood Wealth Management
Kansas
$15.3K -$1.29K -6 -8%
1NWS
1224
1 North Wealth Services
Maryland
$14.7K
PWMG
1225
Prestige Wealth Management Group
New Jersey
$14.2K -$3.22K -15 -19%