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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1501
HighMark Wealth Management
Minnesota
$60.6K +$288 +3 +0.5%
FUBT
1502
First United Bank & Trust
Maryland
$59.2K – – –
AF
1503
Alerus Financial
North Dakota
$59.2K +$57.6K +600 New
CH
1504
Cromwell Holdings
Wyoming
$58.9K -$78K -812 -58%
BC
1505
Barrett & Company
Rhode Island
$58.6K -$7.88K -82 -12%
GKIM
1506
GW&K Investment Management
Massachusetts
$58K +$28.4K +296 +102%
CFFP
1507
Center for Financial Planning
Michigan
$57.5K -$3.84K -40 -6%
VCM
1508
Versant Capital Management
Arizona
$57.4K +$45.8K +477 +454%
MAM
1509
Marquette Asset Management
Minnesota
$56.9K -$84.5K -880 -60%
RF
1510
Rossby Financial
Florida
$55.6K +$4.42K +46 +9%
DIP
1511
DT Investment Partners
Pennsylvania
$54.6K – – –
SC
1512
Solstein Capital
California
$51.4K – – –
CWM
1513
CarsonAllaria Wealth Management
Illinois
$50.5K -$192 -2 -0.4%
SL
1514
Salomon & Ludwin
Virginia
$50.4K – – –
PCFFS
1515
Pacific Center for Financial Services
California
$50.2K – – –
RBC
1516
Roble Belko & Company
Pennsylvania
$50K +$48.6K +506 New
VWM
1517
Vermillion Wealth Management
Minnesota
$49.9K +$96 +1 +0.2%
FFWM
1518
Future Financial Wealth Management
Ohio
$49.3K – – –
HC
1519
Hoese & Co
Minnesota
$49.3K +$48K +500 New
CWA
1520
Carolina Wealth Advisors
South Carolina
$48.3K +$5.28K +55 +13%
MFG
1521
Mendota Financial Group
Wisconsin
$47.4K – – –
CIA
1522
Cape Investment Advisory
Georgia
$47.1K +$384 +4 +0.8%
PWA
1523
Physician Wealth Advisors
Utah
$46.3K +$2.69K +28 +6%
HIA
1524
Harbor Investment Advisory
Maryland
$45.1K +$480 +5 +1%
WSC
1525
Wellington Shields & Co
New York
$44.9K +$5.28K +55 +14%