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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1026
Catalyst Capital Advisors
New York
$15.2K +$14.6K +182 New
WT
1027
Washington Trust
Rhode Island
$14.3K
KFI
1028
Key Financial Inc
Pennsylvania
$14.1K
BIA
1029
Bell Investment Advisors
California
$13.2K -$1.04K -13 -8%
1IA
1030
1620 Investment Advisors
Massachusetts
$13K
RWM
1031
Raffa Wealth Management
District of Columbia
$12.7K
DFA
1032
DHJJ Financial Advisors
Illinois
$12.5K
AWM
1033
Abound Wealth Management
Tennessee
$12.2K -$160 -2 -1%
CFS
1034
CGC Financial Services
Oregon
$11.5K
CPA
1035
Capital Performance Advisors
California
$11.3K +$10.8K +135 New
DJSG
1036
D.J. St. Germain
Massachusetts
$11.1K +$240 +3 +2%
EBA
1037
Eagle Bay Advisors
New York
$11K
DF
1038
Dunhill Financial
United Kingdom
$10.4K +$5.2K +65 +108%
OC
1039
Oarsman Capital
Wisconsin
$10.3K +$9.84K +123 New
GFPC
1040
Global Financial Private Client
Florida
$10.2K +$2.08K +26 +27%
AAG
1041
Armstrong Advisory Group
Massachusetts
$9.7K
WWP
1042
WR Wealth Planners
Missouri
$9.53K
S
1043
Sachetta
Massachusetts
$9.12K
DPW
1044
DiNuzzo Private Wealth
Pennsylvania
$8.7K +$160 +2 +2%
WIM
1045
Westside Investment Management
California
$8.36K -$8K -100 -50%
BLC
1046
Brown, Lisle/Cummings
Rhode Island
$8.36K
NB
1047
NBT Bank
New York
$8.36K
TLA
1048
Tanglewood Legacy Advisors
Texas
$8.36K
FFO
1049
Fortitude Family Office
Arizona
$8.11K
TH
1050
TCTC Holdings
Texas
$7.69K -$8.32K -104 -53%