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Name Holding Trade Value Shares
Change
Change in
Stake
PB
2601
Pinnacle Bancorp
Nebraska
$156K -$40.6K -140 -20%
CT
2602
Clearstead Trust
Maine
$156K -$8.99K -31 -5%
RWM
2603
RMG Wealth Management
Wisconsin
$155K
NFSG
2604
Newbridge Financial Services Group
Florida
$154K -$27.8K -96 -15%
VEA
2605
Virtus ETF Advisers
New York
$153K +$157K +541 New
BCM
2606
Blume Capital Management
California
$150K
DWM
2607
Darwin Wealth Management
Florida
$142K +$6.09K +21 +4%
BDL
2608
Banque de Luxembourg
Luxembourg
$141K -$29K -100 -17%
PWA
2609
Provenance Wealth Advisors
Florida
$141K
CPBTD
2610
Central Pacific Bank - Trust Division
Hawaii
$140K
IRAG
2611
Investment Research & Advisory Group
Georgia
$140K +$1.16K +4 +0.8%
SVCP
2612
Silicon Valley Capital Partners
California
$136K +$1.16K +4 +0.8%
HNW
2613
High Note Wealth
Minnesota
$135K +$290 +1 +0.2%
PSB
2614
Piscataqua Savings Bank
New Hampshire
$133K
PGAM
2615
Princeton Global Asset Management
New Jersey
$132K
KA
2616
Kozak & Associates
Colorado
$130K +$580 +2 +0.5%
EPIMS
2617
Evelyn Partners Investment Management Services
$127K +$131K +450 New
EFMH
2618
E Fund Management (HK)
Hong Kong
$124K +$54.2K +187 +74%
NMG
2619
New Millennium Group
Utah
$119K +$35.4K +122 +41%
CTWM
2620
Cherry Tree Wealth Management
Minnesota
$119K -$4.93K -17 -4%
FFA
2621
Frazier Financial Advisors
Ohio
$118K -$27.8K -96 -19%
SIA
2622
Sit Investment Associates
Minnesota
$116K
FCMT
2623
Founders Capital Management (Texas)
Texas
$115K
AWM
2624
AllSquare Wealth Management
New York
$114K
CCM
2625
Copeland Capital Management
Pennsylvania
$113K