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Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
1451
Buck Wealth Strategies
Colorado
$39.7K +$44.9K +237 New
BHWM
1452
Bay Harbor Wealth Management
Maryland
$38.2K -$68.7K -363 -61%
CFM
1453
Compass Financial Management
Florida
$37.2K +$42K +222 New
AF
1454
Advisornet Financial
Minnesota
$36.4K -$19.5K -103 -32%
FHC
1455
First Horizon Corporation
Tennessee
$36.1K +$3.22K +17 +9%
ABWM
1456
Alpine Bank Wealth Management
Colorado
$35.9K +$40.5K +214 New
VFM
1457
Vision Financial Markets
Connecticut
$35.8K +$379 +2 +1%
VWA
1458
Valued Wealth Advisors
Utah
$35.4K -$4.17K -22 -9%
FFO
1459
Fortitude Family Office
Arizona
$35.4K -$12.5K -66 -24%
JFA
1460
JNBA Financial Advisors
Minnesota
$34.4K – – –
TCM
1461
Tradewinds Capital Management
Washington
$34K -$568 -3 -1%
MS
1462
Monetary Solutions
Ohio
$33.5K – – –
QPBE
1463
Quintet Private Bank (Europe)
Luxembourg
$33.5K – – –
WT
1464
WHI Trust
Illinois
$33.5K – – –
CI
1465
Capital Innovations
Wisconsin
$33K +$36.7K +194 New
DIP
1466
DT Investment Partners
Pennsylvania
$31.7K – – –
JWM
1467
JPL Wealth Management
Colorado
$31.5K -$2.65K -14 -7%
AFC
1468
Ares Financial Consulting
California
$31.4K – – –
KAS
1469
Kemnay Advisory Services
New York
$31.4K +$189 +1 +0.5%
HIA
1470
Highland Investment Advisors
Florida
$29.8K +$33.5K +177 New
AFG
1471
Albion Financial Group
Utah
$29.7K – – –
PS
1472
Pinney & Scofield
Massachusetts
$29.4K – – –
MFT
1473
Moisand Fitzgerald Tamayo
Florida
$29.2K – – –
CHC
1474
City Holding Co
West Virginia
$27.7K +$4.54K +24 +17%
DF
1475
Dunhill Financial
United Kingdom
$26.7K -$2.84K -15 -9%
57 58
59
60 61