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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
551
Financial Management Professionals
Texas
$25K – – –
RWM
552
Raffa Wealth Management
District of Columbia
$24.3K – – –
JEST
553
JTC Employer Solutions Trustee
Jersey
$24K – – –
CA
554
Clearstead Advisors
Ohio
$23K -$53.9K -2,265 -71%
ATC
555
Adirondack Trust Company
New York
$23K – – –
AWM
556
Avior Wealth Management
Nebraska
$23K – – –
HR
557
Howe & Rusling
New York
$23K +$7.5K +315 +52%
WWM
558
Wolff Wiese Magana
California
$22K +$2.26K +95 +12%
SIAP
559
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K – – –
WTA
560
Washington Trust Advisors
Massachusetts
$20K +$19.2K +805 New
IAS
561
IMA Advisory Services
Colorado
$19K – – –
KC
562
Knuff & Co
California
$19K – – –
NSIM
563
North Star Investment Management
Illinois
$19K – – –
PMFA
564
Plante Moran Financial Advisors
Michigan
$19K – – –
TWA
565
TCI Wealth Advisors
Arizona
$18K – – –
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$18K +$833 +35 +5%
IFAM
567
Institutional & Family Asset Management
Colorado
$18K +$1.43K +60 +9%
PWMG
568
Prestige Wealth Management Group
New Jersey
$17K – – –
PB
569
Pinnacle Bancorp
Nebraska
$16K – – –
ME
570
McIlrath & Eck
Washington
$16K +$2.74K +115 +22%
LWP
571
Laurel Wealth Planning
Minnesota
$15K – – –
GFPC
572
Global Financial Private Client
Florida
$15K – – –
BIA
573
Bell Investment Advisors
California
$14K +$4.88K +205 +62%
PCA
574
Providence Capital Advisors
North Carolina
$14K +$13.3K +560 New
IA
575
IFS Advisors
Kansas
$14K +$14K +590 New