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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2301
Mowery & Schoenfeld Wealth Management
Illinois
$63.3K +$14.3K +42 +30%
SNB
2302
Security National Bank
Nebraska
$62.6K – – –
AA
2303
Addison Advisors
Vermont
$62.6K +$31.6K +93 +108%
ISWM
2304
Intesa Sanpaolo Wealth Management
$61.9K +$60.2K +177 New
OCM
2305
Osterweis Capital Management
California
$61.6K -$680 -2 -1%
PWA
2306
Physician Wealth Advisors
Utah
$61.4K -$53.7K -158 -47%
WAG
2307
Wiser Advisor Group
Arizona
$60.2K – – –
OP
2308
ORG Partners
Indiana
$60.2K -$59.2K -174 -50%
HC
2309
Hurley Capital
New York
$58.4K -$18K -53 -24%
SWIM
2310
Smallwood Wealth Investment Management
New Jersey
$58.4K -$22.1K -65 -28%
KAS
2311
Kemnay Advisory Services
New York
$58.4K +$56.8K +167 New
PP
2312
Pingora Partners
Wyoming
$57.7K +$5.1K +15 +10%
CCA
2313
Catalyst Capital Advisors
New York
$57.4K -$18K -53 -24%
GA
2314
GoalVest Advisory
New York
$56.7K -$8.5K -25 -13%
AWM
2315
Abound Wealth Management
Tennessee
$56.3K +$4.08K +12 +8%
BOTPPF
2316
Board of the Pension Protection Fund
United Kingdom
$56K +$54.4K +160 New
BTC
2317
Bank & Trust Company
Illinois
$55.3K -$2.04K -6 -4%
CSC
2318
Caldwell Sutter Capital
California
$55.3K – – –
HDIM
2319
Hanson & Doremus Investment Management
Vermont
$55K -$3.74K -11 -7%
CB
2320
Community Bank
New York
$53.9K – – –
BSC
2321
Brown Shipley & Co
United Kingdom
$53.5K -$82.3K -242 -61%
GAG
2322
Goodman Advisory Group
Massachusetts
$53.2K -$40.8K -120 -44%
BOJHT
2323
Bank of Jackson Hole Trust
Wyoming
$53.2K -$21.1K -62 -29%
FP
2324
Financial Perspectives
Minnesota
$52.9K – – –
HI
2325
Hoey Investments
Pennsylvania
$52.5K -$13.3K -39 -21%