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Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1301
Commonwealth Retirement Investments
Virginia
$24.4K +$17.7K +96 New
WAG
1302
Wilkerson Advisory Group
Missouri
$23.9K -$64.2K -349 -79%
AWM
1303
Activest Wealth Management
Florida
$23.7K -$25.8K -140 -60%
GBT
1304
Grove Bank & Trust
Florida
$23.2K +$368 +2 +2%
IAS
1305
IMA Advisory Services
Colorado
$23.2K +$13.4K +73 +406%
SWAG
1306
Spectrum Wealth Advisory Group
California
$23.2K +$16.7K +91 New
PWA
1307
Physician Wealth Advisors
Utah
$22.9K -$6.81K -37 -29%
FA
1308
Fountainhead AM
New Jersey
$22.9K -$184 -1 -1%
SFCL
1309
Strengthening Families & Communities LLC
Massachusetts
$22.7K -$5.34K -29 -25%
BWL
1310
Bogart Wealth LLC
Virginia
$21.6K -$23.4K -127 -60%
SEP
1311
Signature Equity Partners
Ohio
$21.6K +$736 +4 +5%
RWM
1312
Raffa Wealth Management
District of Columbia
$21.1K +$9.38K +51 +159%
HC
1313
Hurley Capital
New York
$20.6K – – –
BIA
1314
Bell Investment Advisors
California
$20.6K +$6.07K +33 +69%
OSNBOA
1315
Old Second National Bank of Aurora
Illinois
$20.4K – – –
UB
1316
UMB Bank
Missouri
$20.1K +$13.6K +74 +1,480%
BBHC
1317
Brown Brothers Harriman & Co
New York
$19.6K -$3.13K -17 -18%
IPS
1318
Investors Portfolio Services
Washington
$19.6K – – –
SIC
1319
Salem Investment Counselors
North Carolina
$19.3K +$368 +2 +3%
PAI
1320
Pittenger & Anderson Inc
Nebraska
$19.1K – – –
TF
1321
Tompkins Financial
New York
$19.1K – – –
HWM
1322
HighMark Wealth Management
Minnesota
$19.1K – – –
BL
1323
BFSG LLC
California
$18.6K +$1.84K +10 +16%
PWA
1324
Provenance Wealth Advisors
Florida
$18.3K -$80.8K -439 -86%
WCM
1325
Winthrop Capital Management
Indiana
$18K +$1.84K +10 +17%