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Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
1001
Old Point Trust & Financial Services N A
Virginia
$5.78K
AP
1002
Aspect Partners
Virginia
$5.17K
PCMC
1003
Planning Capital Management Corporation
Pennsylvania
$5.1K
AW
1004
Avion Wealth
Texas
$5K +$591 +8 +11%
ECM
1005
Estabrook Capital Management
New York
$4.87K
DF
1006
Dunhill Financial
United Kingdom
$4.57K +$887 +12 +25%
SWM
1007
Sugarloaf Wealth Management
Georgia
$4.26K
PCM
1008
Penserra Capital Management
California
$4K
TFM
1009
TFC Financial Management
Massachusetts
$3.96K -$222 -3 -5%
OSNBOA
1010
Old Second National Bank of Aurora
Illinois
$3.96K
GWSA
1011
Global Wealth Strategies & Associates
Colorado
$3.8K
HF
1012
Halpern Financial
Virginia
$3.8K
MWA
1013
MFA Wealth Advisors
Pennsylvania
$3.8K +$3.7K +50 New
HWP
1014
Highline Wealth Partners
California
$3.76K +$370 +5 +11%
Kayne Anderson Rudnick Investment Management
1015
Kayne Anderson Rudnick Investment Management
California
$3.73K -$1.48K -20 -29%
CCA
1016
Criterion Capital Advisors
Tennessee
$3.65K
HFM
1017
Hartford Financial Management
Connecticut
$3.58K -$665 -9 -16%
PPA
1018
Painted Porch Advisors
California
$3.19K +$3.1K +42 New
DP
1019
Denver PWM
Colorado
$3.04K +$2.96K +40 New
CWC
1020
Carolinas Wealth Consulting
North Carolina
$2.51K
SIC
1021
SJS Investment Consulting
Ohio
$2.21K
UWS
1022
Unique Wealth Strategies
Illinois
$2.15K +$2.22K +30 New
FG
1023
Fairman Group
Pennsylvania
$1.99K
CAM
1024
Creekmur Asset Management
Illinois
$1.98K +$1.92K +26 New
ARC
1025
Advisor Resource Council
Texas
$1.86K +$44.1K +597 +3%