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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1726
West Branch Capital
Massachusetts
$10.6K – – –
TCM
1727
TruNorth Capital Management
Michigan
$10.4K – – –
GC
1728
Garde Capital
Washington
$10.4K +$12.5K +100 New
Bank Julius Baer & Co
1729
Bank Julius Baer & Co
Switzerland
$10.4K +$1.25K +10 +11%
CAM
1730
Creekmur Asset Management
Illinois
$9.81K -$1.13K -9 -9%
PWM
1731
Proathlete Wealth Management
Florida
$9.71K +$11.6K +93 New
APW
1732
Aventura Private Wealth
Florida
$9.6K +$125 +1 +1%
MWM
1733
Mascoma Wealth Management
New Hampshire
$9.39K – – –
BFS
1734
Burkett Financial Services
South Carolina
$9.18K +$125 +1 +1%
OWP
1735
ORG Wealth Partners
Texas
$8.88K -$301K -2,408 -97%
FGA
1736
Fortis Group Advisors
New Jersey
$8.66K – – –
PWMG
1737
Private Wealth Management Group
New Jersey
$8.56K -$12.5K -100 -55%
AF
1738
Atala Financial
California
$8.04K – – –
MAFA
1739
MJT & Associates Financial Advisory
Minnesota
$7.83K +$9.37K +75 New
FFA
1740
Frazier Financial Advisors
Ohio
$7.72K +$125 +1 +1%
CFS
1741
CGC Financial Services
Oregon
$7.62K – – –
CA
1742
Crewe Advisors
Utah
$7.1K -$38.5K -308 -82%
AW
1743
Avion Wealth
Texas
$7K – – –
GFPC
1744
Global Financial Private Client
Florida
$6.99K -$3K -24 -26%
FW
1745
Fairway Wealth
Ohio
$6.99K +$3.62K +29 +76%
CB
1746
Centennial Bank
Arkansas
$6.89K -$3.12K -25 -27%
MCF Advisors
1747
MCF Advisors
Kentucky
$6.68K -$24K -192 -75%
MAS
1748
MPWM Advisory Solutions
Georgia
$6.68K – – –
CCMI
1749
Creative Capital Management Investments
California
$6.5K – – –
RAM
1750
Riggs Asset Management
Pennsylvania
$6.26K -$4.62K -37 -38%