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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1451
Cornerstone Planning Group
New Jersey
$19.7K +$5.69K +46 +36%
TWD
1452
True Wealth Design
Ohio
$19.2K +$9.77K +79 +95%
EWP
1453
Elevation Wealth Partners
California
$18.4K +$3.71K +30 +24%
FUBT
1454
First United Bank & Trust
Maryland
$18.3K -$47K -380 -71%
KAS
1455
Kemnay Advisory Services
New York
$18.3K -$742 -6 -4%
PP
1456
Pingora Partners
Wyoming
$18.3K – – –
TGY2IT
1457
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$18.3K +$19.2K +155 New
DWM
1458
Dogwood Wealth Management
Kansas
$17.4K +$7.3K +59 +67%
MEG
1459
Millstone Evans Group
Colorado
$17.1K – – –
SWM
1460
SHP Wealth Management
Massachusetts
$16.9K -$247 -2 -1%
TC
1461
Trust Company
Kansas
$16.9K +$124 +1 +0.7%
FCAS
1462
First Command Advisory Services
Texas
$16.8K +$14.6K +118 +492%
FP
1463
Financial Perspectives
Minnesota
$16.4K – – –
CT
1464
Coastline Trust
Rhode Island
$16.3K -$74.3K -601 -81%
TPWA
1465
Twin Peaks Wealth Advisors
California
$16.3K +$17.1K +138 New
LAM
1466
LOM Asset Management
$15.4K – – –
HHCP
1467
Hilton Head Capital Partners
South Carolina
$14.8K – – –
BTC
1468
Bank & Trust Company
Illinois
$14.5K – – –
BSB
1469
Bangor Savings Bank
Maine
$14.1K – – –
ECM
1470
Estabrook Capital Management
New York
$13.9K +$2.72K +22 +23%
BC
1471
Barrett & Company
Rhode Island
$13.6K – – –
MWPCG
1472
Measured Wealth Private Client Group
New Hampshire
$13.4K – – –
TFA
1473
Transamerica Financial Advisors
Florida
$13.1K +$618 +5 +5%
IRAG
1474
Investment Research & Advisory Group
Georgia
$12.9K – – –
HWA
1475
HHM Wealth Advisors
Tennessee
$12.8K +$8.66K +70 +184%