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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
901
Center for Financial Planning
Michigan
$31.8K +$11.3K +91 +52%
RWM
902
Rialto Wealth Management
New York
$31.7K
POIA
903
Pin Oak Investment Advisors
Texas
$31K
TIM
904
Tortoise Investment Management
New York
$29.7K -$7.43K -60 -19%
PCTC
905
Perkins Coie Trust Company
Washington
$27.5K +$28.5K +230 New
BGAI
906
Bruce G. Allen Investments
Colorado
$26K -$124 -1 -0.5%
VNA
907
Valley National Advisers
Pennsylvania
$26K +$12.5K +101 +85%
CAL
908
Capital Advisors Ltd
Ohio
$25K
GIA
909
GHP Investment Advisors
Colorado
$24.1K
SC
910
Steph & Co
Wisconsin
$23.9K
BSB
911
Bangor Savings Bank
Maine
$23.4K
AssetMark Inc
912
AssetMark Inc
California
$22.9K +$8.68K +70 +57%
WB
913
Webster Bank
Connecticut
$22.3K
CA
914
CoreCap Advisors
Michigan
$21.9K +$8.3K +67 +58%
FUBT
915
First United Bank & Trust
Maryland
$21.5K -$2.48K -20 -10%
CIA
916
Cape Investment Advisory
Georgia
$21K
BCWM
917
Bartlett & Co Wealth Management
Ohio
$19.6K +$19.7K +159 +3,180%
RTC
918
Riverview Trust Company
Washington
$19.4K
OAJ
919
Ogorek Anthony Joseph
New York
$19K
MCA
920
Maryland Capital Advisors
Maryland
$17.9K
RA
921
Rise Advisors
New York
$16.5K +$372 +3 +2%
CFO
922
CVA Family Office
Colorado
$16.4K +$5.33K +43 +46%
RA
923
Ransom Advisory
Rhode Island
$15.8K
FFO
924
Fortitude Family Office
Arizona
$15.5K
BLC
925
Brown, Lisle/Cummings
Rhode Island
$14.9K +$620 +5 +4%