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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
1476
DT Investment Partners
Pennsylvania
$31.7K – – –
JWM
1477
JPL Wealth Management
Colorado
$31.5K -$2.65K -14 -7%
AFC
1478
Ares Financial Consulting
California
$31.4K – – –
KAS
1479
Kemnay Advisory Services
New York
$31.4K +$189 +1 +0.5%
HIA
1480
Highland Investment Advisors
Florida
$29.8K +$33.5K +177 New
AFG
1481
Albion Financial Group
Utah
$29.7K – – –
PS
1482
Pinney & Scofield
Massachusetts
$29.4K – – –
MFT
1483
Moisand Fitzgerald Tamayo
Florida
$29.2K – – –
CHC
1484
City Holding Co
West Virginia
$27.7K +$4.54K +24 +17%
DF
1485
Dunhill Financial
United Kingdom
$26.7K -$2.84K -15 -9%
MEG
1486
Millstone Evans Group
Colorado
$26.7K +$4.36K +23 +17%
DAM
1487
Delta Asset Management
Tennessee
$26.3K – – –
PWMG
1488
Private Wealth Management Group
New Jersey
$26.2K – – –
CSC
1489
Caldwell Sutter Capital
California
$25.8K +$189 +1 +0.7%
ATC
1490
Adirondack Trust Company
New York
$25.7K -$3.98K -21 -12%
SA
1491
Seneschal Advisors
Washington
$25.5K – – –
PP
1492
Paladin Partners
Wisconsin
$25.3K – – –
MLA
1493
MB, Levis & Associates
Pennsylvania
$25K – – –
BGAI
1494
Bruce G. Allen Investments
Colorado
$24.8K -$10.4K -55 -27%
EP
1495
Evelyn Partners
$23.9K +$27.1K +143 New
NSIM
1496
North Star Investment Management
Illinois
$23.8K -$5.68K -30 -17%
SW
1497
StrongBox Wealth
Missouri
$23.6K +$26.7K +141 New
PWA
1498
Physician Wealth Advisors
Utah
$23.4K +$10.2K +54 +64%
AW
1499
Avion Wealth
Texas
$23K +$3.41K +18 +15%
WWM
1500
Wolff Wiese Magana
California
$22.8K +$13.4K +71 +109%