Name Holding Trade Value Shares
Change
Change in
Stake
EPIME
2476
Evelyn Partners Investment Management (Europe)
$87.4K – – –
SN
2477
Sittner & Nelson
Oregon
$87.4K – – –
HDIM
2478
Hanson & Doremus Investment Management
Vermont
$87K -$38.2K -89 -28%
PSFG
2479
Park Square Financial Group
Georgia
$85.9K +$4.29K +10 +5%
TCM
2480
TruNorth Capital Management
Michigan
$85.5K +$52.7K +123 +123%
IWM
2481
IMG Wealth Management
Florida
$84.4K – – –
MAM
2482
Meeder Asset Management
Ohio
$84K +$19.7K +46 +27%
PWM
2483
Parkworth Wealth Management
California
$82.8K – – –
MA
2484
MCF Advisors
Kentucky
$82.5K -$96.5K -225 -51%
SWIM
2485
Smallwood Wealth Investment Management
New Jersey
$81.3K +$90.9K +212 New
LWANC
2486
Laurel Wealth Advisors (North Carolina)
North Carolina
$78.6K – – –
EFMH
2487
E Fund Management (HK)
Hong Kong
$78K +$72.5K +169 +483%
GA
2488
GoalVest Advisory
New York
$77.1K +$30.4K +71 +55%
GC
2489
Globeflex Capital
California
$76.7K – – –
Q1WB
2490
Quest 10 Wealth Builders
Virginia
$76K -$47.6K -111 -36%
NC
2491
North Capital
Utah
$75.2K +$84.1K +196 New
FMP
2492
Financial Management Professionals
Texas
$72.9K +$34.7K +81 +74%
HI
2493
Hoey Investments
Pennsylvania
$72.5K -$21.4K -50 -21%
FFO
2494
Fortitude Family Office
Arizona
$71.7K -$5.58K -13 -7%
KFI
2495
Key Financial Inc
Pennsylvania
$71K – – –
AWM
2496
Activest Wealth Management
Florida
$70.8K +$39K +91 +97%
MSG
2497
Main Street Group
Virginia
$69K – – –
LB
2498
Legacy Bridge
Iowa
$68.8K – – –
SNB
2499
Security National Bank
Nebraska
$68.7K -$5.78M -13,480 -99%
HNW
2500
High Note Wealth
Minnesota
$67.9K +$429 +1 +0.6%