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Name Holding Trade Value Shares
Change
Change in
Stake
NFTC
1926
North Forty Two & Co
Oregon
$752K
BSB
1927
Bangor Savings Bank
Maine
$752K +$11.9K +90 +2%
SCM
1928
Stonebridge Capital Management
California
$751K
HWA
1929
HHM Wealth Advisors
Tennessee
$749K -$26.4K -200 -4%
FB
1930
Finward Bancorp
Indiana
$748K
BTWM
1931
Baker Tilly Wealth Management
Wisconsin
$747K +$238K +1,803 +49%
CPSAC
1932
Chas P. Smith & Associates (CPS)
Florida
$746K -$286K -2,167 -28%
AW
1933
Apricus Wealth
South Carolina
$745K +$132 +1 +0%
DOA
1934
D'Orazio & Associates
Virginia
$744K +$30.9K +234 +4%
WF
1935
Wayfinding Financial
Washington
$743K -$51.7K -392 -6%
RWA
1936
River Wealth Advisors
Pennsylvania
$743K +$55.3K +419 +8%
CH
1937
Cromwell Holdings
Wyoming
$742K +$527 +4 +0.1%
FBFS
1938
First Business Financial Services
Wisconsin
$740K
YIA
1939
YHB Investment Advisors
Connecticut
$740K -$8.7K -66 -1%
CA
1940
Cornerstone Advisory
Maryland
$739K +$11.5K +87 +2%
SIM
1941
Sentry Investment Management
Wisconsin
$739K
NA
1942
Navellier & Associates
Nevada
$739K
PCMI
1943
Paradigm Capital Management Inc
New York
$734K -$330K -2,500 -32%
SSW
1944
Smith Shellnut Wilson
Mississippi
$734K -$20.6K -156 -3%
LF
1945
Lighthouse Financial
Florida
$731K
ERWM
1946
Elk River Wealth Management
Colorado
$729K +$707K +5,362 New
LSA
1947
Leonteq Securities AG
Switzerland
$728K +$152K +1,153 +27%
ACG
1948
Allen Capital Group
Nebraska
$727K +$46.3K +351 +7%
PWM
1949
Prentice Wealth Management
New York
$724K -$34.9K -265 -5%
4A
1950
4Wealth Advisors
Illinois
$723K -$4.88K -37 -0.7%