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Name Holding Trade Value Shares
Change
Change in
Stake
GPI
601
General Partner Inc
Pennsylvania
$31.6K – – –
FC
602
Fairscale Capital
New Hampshire
$31.5K – – –
HI
603
Harbour Investments
Wisconsin
$31.5K -$10.6K -460 -27%
BCWM
604
Bartlett & Co Wealth Management
Ohio
$31.3K +$28.4K +1,231 New
NFSG
605
Newbridge Financial Services Group
Florida
$30.9K – – –
PWA
606
Physician Wealth Advisors
Utah
$30.2K -$6.22K -269 -18%
CAL
607
Capital Analysts LLC
Pennsylvania
$30K – – –
CHC
608
City Holding Co
West Virginia
$29.7K +$27K +1,170 New
SVCP
609
Silicon Valley Capital Partners
California
$29.1K – – –
FMP
610
Financial Management Professionals
Texas
$27.7K -$40K -1,730 -61%
ADL
611
Asset Dedication LLC
California
$26.2K – – –
RWM
612
Raffa Wealth Management
District of Columbia
$24.8K +$4.18K +181 +23%
Federated Hermes
613
Federated Hermes
Pennsylvania
$23.9K -$2.94K -127 -12%
FDCP
614
Foster Dykema Cabot & Partners
Massachusetts
$23.7K +$4.28K +185 +25%
CTWM
615
Cherry Tree Wealth Management
Minnesota
$21.6K – – –
HIA
616
Harbor Investment Advisory
Maryland
$21.3K – – –
RF
617
Robinswood Financial
Washington
$21.2K +$19.3K +835 New
GKIM
618
GW&K Investment Management
Massachusetts
$21K – – –
HNW
619
High Note Wealth
Minnesota
$20.6K – – –
FNWA
620
Financial Network Wealth Advisors
Utah
$20.3K +$18.5K +801 New
BIA
621
Bell Investment Advisors
California
$20.3K +$69 +3 +0.4%
BCV
622
Banque Cantonale Vaudoise
Switzerland
$20K +$18K +780 New
MMCM
623
Murphy & Mullick Capital Management
New York
$19.4K -$8.2K -355 -32%
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$19.3K +$17.6K +760 New
CWM
625
Crowley Wealth Management
Delaware
$19K – – –