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Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$36.2K +$331 +10 +0.9%
CSB
302
City State Bank
Iowa
$35K -$928 -28 -3%
BAM
303
Belpointe Asset Management
Nevada
$28.9K +$29.7K +898 New
RFA
304
Resurgent Financial Advisors
Georgia
$28.8K +$29.6K +894 New
IA
305
IFP Advisors
Florida
$28K -$1.69K -51 -9%
NFSG
306
Newbridge Financial Services Group
Florida
$27.2K -$5.8K -175 -17%
MCC
307
Money Concepts Capital
Florida
$24.4K +$17.7K +533 +238%
Lazard Asset Management
308
Lazard Asset Management
New York
$23K – – –
CM
309
Caption Management
Oklahoma
$22.5K +$23.2K +700 New
HI
310
Harbour Investments
Wisconsin
$21.2K – – –
MCM
311
Manchester Capital Management
Vermont
$20.7K +$4.67K +141 +28%
First Manhattan
312
First Manhattan
New York
$18.9K – – –
CWP
313
Concord Wealth Partners
Virginia
$17.5K +$18K +543 New
FHA
314
First Horizon Advisors
Tennessee
$16.7K – – –
BWP
315
Baldwin Wealth Partners
Massachusetts
$16K – – –
TCM
316
TD Capital Management
Tennessee
$15.9K – – –
RTC
317
Riverview Trust Company
Washington
$13K +$13.9K +419 New
DI
318
Disciplined Investments
Oklahoma
$11.6K +$99 +3 +0.8%
ACM
319
Antonetti Capital Management
Florida
$11.3K – – –
PCTC
320
Perkins Coie Trust Company
Washington
$11.3K – – –
PFPT
321
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.5K -$66.3K -2,000 -86%
PAI
322
Pittenger & Anderson Inc
Nebraska
$9.7K -$5.83K -176 -37%
WAM
323
Worth Asset Management
Texas
$9.66K – – –
HWMA
324
Heritage Wealth Management (Arizona)
Arizona
$9.66K +$6.63K +200 +200%
RA
325
Rise Advisors
New York
$7.57K – – –