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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1051
Logan Capital Management
Pennsylvania
$12.9K – – –
RI
1052
Ridgewood Investments
New Jersey
$12.9K – – –
FPF
1053
First Pacific Financial
Washington
$12.6K – – –
AF
1054
Atala Financial
California
$12.6K +$12.5K +49 New
CAS
1055
Coppell Advisory Solutions
Texas
$12.3K +$7.66K +30 +176%
BAM
1056
Byrne Asset Management
New Jersey
$11.6K – – –
EB
1057
Eastern Bank
Massachusetts
$11.6K – – –
PWA
1058
Provenance Wealth Advisors
Florida
$11.6K – – –
CAC
1059
Core Alternative Capital
Georgia
$10.8K – – –
CSWM
1060
Cassady Schiller Wealth Management
Ohio
$10.6K +$10.5K +41 New
CAWM
1061
Capital A Wealth Management
Pennsylvania
$10.3K +$10.2K +40 New
CJH
1062
Christopher J. Hasenberg
Wisconsin
$9.8K – – –
DCM
1063
Davidson Capital Management
Texas
$9.55K -$766 -3 -8%
BA
1064
Bellwether Advisors
Nebraska
$9.55K +$9.45K +37 New
SC
1065
Stephens Consulting
Michigan
$9.29K – – –
HWA
1066
HHM Wealth Advisors
Tennessee
$9.29K +$2.04K +8 +29%
FA
1067
Fedenia Advisers
Wisconsin
$9.29K +$9.2K +36 New
S
1068
Sachetta
Massachusetts
$9.03K +$255 +1 +3%
JFA
1069
JNBA Financial Advisors
Minnesota
$9.03K – – –
RWM
1070
Rialto Wealth Management
New York
$9.03K +$8.94K +35 New
GFPC
1071
Global Financial Private Client
Florida
$8.77K +$511 +2 +6%
SSG
1072
Summit Securities Group
New York
$8.77K +$8.69K +34 New
JWA
1073
JFS Wealth Advisors
Pennsylvania
$8K -$1.53K -6 -16%
1IA
1074
1620 Investment Advisors
Massachusetts
$7.05K -$3.07K -12 -31%
CTC
1075
Cetera Trust Company
Minnesota
$6.71K – – –