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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1876
Annapolis Financial Services
Maryland
$30.1K +$298 +2 +1%
SGC
1877
Slocum, Gordon & Co
Rhode Island
$29.9K
KFI
1878
Key Financial Inc
Pennsylvania
$29.8K +$745 +5 +3%
RS
1879
Rakuten Securities
Japan
$29.6K -$12.5K -84 -31%
NI
1880
NCP Inc
California
$29.2K
PCTC
1881
Perkins Coie Trust Company
Washington
$29K -$38.1K -256 -58%
LIS
1882
Legacy Investment Solutions
Idaho
$27.7K +$26.7K +179 New
LWMI
1883
Legacy Wealth Management (Idaho)
Idaho
$27.7K +$26.7K +179 New
CCA
1884
Criterion Capital Advisors
Tennessee
$27.2K
DFA
1885
DHJJ Financial Advisors
Illinois
$27.1K
UIA
1886
Ulland Investment Advisors
Minnesota
$27K -$74.5K -500 -74%
WTA
1887
Washington Trust Advisors
Massachusetts
$26.6K -$4.02K -27 -14%
CIA
1888
Cape Investment Advisory
Georgia
$26.4K
FIM
1889
FWL Investment Management
Texas
$26K
WBC
1890
West Branch Capital
Massachusetts
$25.9K +$298 +2 +1%
AT
1891
Arlington Trust
Alabama
$25.7K
NIC
1892
Northwest Investment Counselors
Oregon
$24.1K +$23.1K +155 New
EA
1893
Evolution Advisers
Virginia
$22K
VWA
1894
Valued Wealth Advisors
Utah
$21.9K -$149 -1 -0.7%
WPWM
1895
Western Pacific Wealth Management
Illinois
$21.5K
GWSA
1896
Global Wealth Strategies & Associates
Colorado
$21.4K
RDIA
1897
RE Dickinson Investment Advisors
Iowa
$20.9K
PP
1898
Pacifica Partners
Canada
$20.3K
PWS
1899
Peterson Wealth Services
Utah
$19.8K +$18.9K +127 New
GGI
1900
Godsey & Gibb Inc
Virginia
$19.5K