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Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
1151
Barnes Dennig Private Wealth Management
Ohio
$24K +$18.3K +124 New
BGAI
1152
Bruce G. Allen Investments
Colorado
$23.5K -$592 -4 -3%
SHIM
1153
Stone House Investment Management
Pennsylvania
$23.5K +$1.33K +9 +8%
CTWM
1154
Cherry Tree Wealth Management
Minnesota
$23.2K – – –
PFG
1155
Putney Financial Group
California
$23.1K – – –
TIM
1156
Tortoise Investment Management
New York
$21.8K +$1.78K +12 +12%
SO
1157
Sierra Ocean
California
$21.3K +$888 +6 +6%
MCM
1158
MV Capital Management
Maryland
$20.9K +$296 +2 +2%
SWA
1159
SOA Wealth Advisors
New York
$20.4K +$15.5K +105 New
BLC
1160
Brown, Lisle/Cummings
Rhode Island
$19.8K – – –
BT
1161
Banque Transatlantique
France
$19.5K -$7.1K -48 -32%
HPC
1162
HM Payson & Co
Maine
$19.4K -$19.1K -129 -56%
GTAM
1163
Global Trust Asset Management
Florida
$19.4K -$3.7K -25 -20%
CT
1164
Caldwell Trust
Florida
$19.4K +$14.8K +100 New
OPTFSNA
1165
Old Point Trust & Financial Services N A
Virginia
$19.4K +$14.8K +100 New
DWM
1166
Dogwood Wealth Management
Kansas
$18.7K +$3.25K +22 +29%
BL
1167
BFSG LLC
California
$18.4K – – –
GIA
1168
GHP Investment Advisors
Colorado
$18K – – –
AWM
1169
Activest Wealth Management
Florida
$17.6K +$2.81K +19 +26%
AW
1170
Avion Wealth
Texas
$17K +$7.1K +48 +109%
BCMLT
1171
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.5K +$12.6K +85 New
SC
1172
SouthState Corp
Florida
$16.3K +$3.85K +26 +45%
CPG
1173
Cornerstone Planning Group
New Jersey
$16.2K +$2.81K +19 +33%
TCM
1174
Tradewinds Capital Management
Washington
$15.5K +$11.8K +80 New
PPC
1175
Park Place Capital
Alabama
$15.4K -$7.84K -53 -39%