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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
901
Creative Financial Designs
Indiana
$33.8K +$620 +5 +2%
SWM
902
Spire Wealth Management
Virginia
$33K -$10.8K -87 -24%
CFFP
903
Center for Financial Planning
Michigan
$31.8K +$11.3K +91 +52%
RWM
904
Rialto Wealth Management
New York
$31.7K – – –
POIA
905
Pin Oak Investment Advisors
Texas
$31K – – –
TIM
906
Tortoise Investment Management
New York
$29.7K -$7.43K -60 -19%
PCTC
907
Perkins Coie Trust Company
Washington
$27.5K +$28.5K +230 New
BGAI
908
Bruce G. Allen Investments
Colorado
$26K -$124 -1 -0.5%
VNA
909
Valley National Advisers
Pennsylvania
$26K +$12.5K +101 +85%
CAL
910
Capital Advisors Ltd
Ohio
$25K – – –
GIA
911
GHP Investment Advisors
Colorado
$24.1K – – –
SC
912
Steph & Co
Wisconsin
$23.9K – – –
BSB
913
Bangor Savings Bank
Maine
$23.4K – – –
AssetMark Inc
914
AssetMark Inc
California
$22.9K +$8.68K +70 +57%
WB
915
Webster Bank
Connecticut
$22.3K – – –
CA
916
CoreCap Advisors
Michigan
$21.9K +$8.3K +67 +58%
FUBT
917
First United Bank & Trust
Maryland
$21.5K -$2.48K -20 -10%
CIA
918
Cape Investment Advisory
Georgia
$21K – – –
BCWM
919
Bartlett & Co Wealth Management
Ohio
$19.6K +$19.7K +159 +3,180%
RTC
920
Riverview Trust Company
Washington
$19.4K – – –
OAJ
921
Ogorek Anthony Joseph
New York
$19K – – –
MCA
922
Maryland Capital Advisors
Maryland
$17.9K – – –
RA
923
Rise Advisors
New York
$16.5K +$372 +3 +2%
CFO
924
CVA Family Office
Colorado
$16.4K +$5.33K +43 +46%
RA
925
Ransom Advisory
Rhode Island
$15.8K – – –