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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1501
PFG Private Wealth Management
Florida
$29.4K -$64.6K -356 -68%
PMFA
1502
Plante Moran Financial Advisors
Michigan
$29.4K -$2.18K -12 -7%
CCA
1503
Column Capital Advisors
Indiana
$29.1K -$182 -1 -0.6%
LWANC
1504
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.7K – – –
CFFP
1505
Center for Financial Planning
Michigan
$28.4K – – –
WPA
1506
West Paces Advisors
Georgia
$27.7K – – –
EWM
1507
Evermay Wealth Management
Virginia
$26.3K – – –
BWAM
1508
Boyd Watterson Asset Management
Ohio
$26.1K – – –
QL
1509
Quarry LP
New York
$26.1K +$24K +132 +733%
HFS
1510
HBC Financial Services
Washington
$26K – – –
GKIM
1511
GW&K Investment Management
Massachusetts
$25K +$3.09K +17 +13%
HT
1512
Headlands Technologies
Illinois
$24.7K -$143K -790 -85%
TC
1513
Trust Company
Kansas
$24.4K – – –
FP
1514
Financial Perspectives
Minnesota
$24.2K – – –
FFC
1515
First Financial Corp
Indiana
$24K – – –
TWP
1516
TFO Wealth Partners
Ohio
$23.4K – – –
TSW
1517
Thompson Siegel & Walmsley
Virginia
$23K – – –
RA
1518
Rise Advisors
New York
$22.9K +$15.3K +84 +175%
IFS
1519
Intelligent Financial Strategies
Minnesota
$22.6K – – –
PP
1520
Paloma Partners
Connecticut
$21.9K -$283K -1,558 -93%
AS
1521
Altshuler Shaham
Israel
$21.4K -$8.53K -47 -28%
RFG
1522
RFP Financial Group
Georgia
$20.4K – – –
MAM
1523
Marquette Asset Management
Minnesota
$20K -$3.99K -22 -16%
CFD
1524
Creative Financial Designs
Indiana
$19K – – –
BSB
1525
Bangor Savings Bank
Maine
$19K – – –