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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1826
Private Wealth Asset Management
Iowa
$195K -$90K -325 -29%
WOSD
1827
WFA of San Diego
California
$194K -$2.49K -9 -1%
ATC
1828
Adirondack Trust Company
New York
$193K +$2.22K +8 +1%
CA
1829
Centerpoint Advisors
Massachusetts
$190K
APW
1830
Aventura Private Wealth
Florida
$190K -$4.43K -16 -2%
SMBT
1831
Southern Michigan Bank & Trust
Michigan
$187K +$213K +768 New
CCAM
1832
Cascades Capital Asset Management
North Carolina
$186K -$4.16K -15 -2%
W
1833
WealthCollab
Washington
$183K -$122K -440 -37%
CPBTD
1834
Central Pacific Bank - Trust Division
Hawaii
$182K +$27.7K +100 +15%
SIS
1835
Sound Income Strategies
Florida
$182K +$49K +177 +31%
DSC
1836
Duncker Streett & Co
Missouri
$182K -$83.7K -302 -29%
GPI
1837
General Partner Inc
Pennsylvania
$177K -$13.8K -50 -6%
CAL
1838
Capital Advisors Ltd
Ohio
$169K -$26.3K -95 -12%
OC
1839
Oakworth Capital
Alabama
$169K -$28.5K -103 -13%
HIA
1840
Harbor Investment Advisory
Maryland
$167K -$33.8K -122 -15%
TPWA
1841
Twin Peaks Wealth Advisors
California
$162K -$82.8K -299 -31%
MIFH
1842
Migdal Insurance & Financial Holdings
Israel
$162K -$17.1M -61,814 -99%
DWS
1843
Dynamic Wealth Strategies
California
$160K -$57.1K -206 -24%
CFD
1844
Creative Financial Designs
Indiana
$158K +$8.03K +29 +5%
RCM
1845
Raleigh Capital Management
North Carolina
$157K -$552K -1,993 -75%
CSPIA
1846
Cary Street Partners Investment Advisory
Virginia
$153K -$43.8K -158 -20%
ZBNA
1847
Zions Bancorporation, National Association
Utah
$153K -$12.2K -44 -7%
KFAS
1848
Keating Financial Advisory Services
Kansas
$153K -$431K -1,555 -71%
HB
1849
Horizon Bancorp
Indiana
$151K +$2.49K +9 +1%
BCM
1850
Boreal Capital Management
Florida
$150K -$80.9K -292 -32%