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Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Continuum Advisory
Idaho
$50.3K -$2.32K -43 -4%
PWMG
627
Prestige Wealth Management Group
New Jersey
$49K – – –
WI
628
Wintrust Investments
Illinois
$45K -$380K -7,047 -90%
VAMG
629
Voisard Asset Management Group
Michigan
$44.4K – – –
FFO
630
Fortitude Family Office
Arizona
$43.3K +$35.6K +659 +709%
TCTC Holdings
631
TCTC Holdings
Texas
$43.2K – – –
SS
632
Sunbelt Securities
Texas
$43K +$16.9K +313 +72%
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.2K +$4.26K +79 +12%
AF
634
Arrow Financial
New York
$41.7K – – –
Arax Advisory Partners
635
Arax Advisory Partners
Colorado
$41.3K +$702 +13 +2%
GWMI
636
Guardian Wealth Management (Illinois)
Illinois
$40.6K -$9.07K -168 -19%
DAM
637
Delta Asset Management
Tennessee
$40.3K +$27K +500 +250%
PWA
638
Provenance Wealth Advisors
Florida
$38.6K – – –
FFA
639
Frazier Financial Advisors
Ohio
$36.1K -$3.89K -72 -10%
MCM
640
Manchester Capital Management
Vermont
$34.5K +$3.94K +73 +14%
CWP
641
Concord Wealth Partners
Virginia
$34.2K +$19.6K +363 +158%
MFA
642
McClarren Financial Advisors
Pennsylvania
$34K +$486 +9 +19%
HWM
643
Hemington Wealth Management
Virginia
$33K +$34.6K +641 New
AWM
644
AllSquare Wealth Management
New York
$31.4K – – –
Bartlett & Co Wealth Management
645
Bartlett & Co Wealth Management
Ohio
$31.1K -$18K -334 -38%
RWPA
646
Richard W. Paul & Associates
Michigan
$31.1K +$54 +1 +0.2%
IBOK
647
Independence Bank of Kentucky
Kentucky
$29.8K +$24.3K +450 +672%
APC
648
Aspire Private Capital
North Carolina
$29.3K -$2.75K -51 -9%
NIC
649
Northwest Investment Counselors
Oregon
$28.9K +$27.1K +502 New
Brown Brothers Harriman & Co
650
Brown Brothers Harriman & Co
New York
$28.8K -$224K -4,148 -89%