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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
2701
FSC Wealth Advisors
New York
$117K +$8.97K +215 +8%
POIA
2702
Pin Oak Investment Advisors
Texas
$117K +$25.3K +607 +30%
OLVIG
2703
Oliver Lagore Vanvalin Investment Group
Michigan
$117K -$23.3K -558 -18%
SNB
2704
Security National Bank
Nebraska
$116K – – –
BHWM
2705
Beaird Harris Wealth Management
Texas
$114K -$184K -4,399 -63%
GGI
2706
Godsey & Gibb Inc
Virginia
$113K -$9.52K -228 -8%
GKIM
2707
GW&K Investment Management
Massachusetts
$113K +$9.52K +228 +10%
PPA
2708
Painted Porch Advisors
California
$110K – – –
C
2709
Covestor
United Kingdom
$110K -$4.05K -97 -4%
CA
2710
Claris Advisors
Missouri
$110K +$102K +2,442 New
BBPWM
2711
Blue Bell Private Wealth Management
Pennsylvania
$109K -$84.4K -2,023 -45%
PMFA
2712
Plante Moran Financial Advisors
Michigan
$104K -$9.68K -232 -9%
WI
2713
Wintrust Investments
Illinois
$104K -$882K -21,131 -90%
AWM
2714
Abound Wealth Management
Tennessee
$103K -$21.2K -507 -18%
SOW
2715
State of Wyoming
Wyoming
$102K +$1.54K +37 +2%
AFWM
2716
Abich Financial Wealth Management
Virginia
$102K -$136K -3,269 -59%
LFASL
2717
Lugano Financial Advisors SA (LFA)
Switzerland
$102K +$21.1K +505 +29%
CPG
2718
Cornerstone Planning Group
New Jersey
$98.3K -$10.9K -261 -10%
MSFP
2719
Mark Sheptoff Financial Planning
Connecticut
$97.8K – – –
WCM
2720
Winthrop Capital Management
Indiana
$95K -$8.35K -200 -9%
PCTC
2721
Perkins Coie Trust Company
Washington
$95K +$15.4K +369 +21%
LWA
2722
Lowe Wealth Advisors
Maryland
$92.1K -$1.08K -26 -1%
SFFS
2723
Stonehage Fleming Financial Services
Jersey
$91.3K – – –
BIA
2724
Bell Investment Advisors
California
$90.3K – – –
AWM
2725
Ameliora Wealth Management
Switzerland
$89.8K – – –