Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
3076
Mark Sheptoff Financial Planning
Connecticut
$16.5K – – –
DPW
3077
DiNuzzo Private Wealth
Pennsylvania
$16.2K +$356 +1 +2%
RWPA
3078
Richard W. Paul & Associates
Michigan
$15.8K -$8.91K -25 -36%
SR
3079
Swiss Re
Switzerland
$15.5K – – –
PP
3080
PFS Partners
New Jersey
$15.3K -$6.77K -19 -31%
GCP
3081
Gill Capital Partners
Colorado
$14.8K +$15K +42 New
BFP
3082
Birchwood Financial Partners
Minnesota
$14.5K – – –
AIM
3083
Arcadia Investment Management
Michigan
$14.4K – – –
WA
3084
WestEnd Advisors
North Carolina
$14.4K – – –
MWM
3085
Magnolia Wealth Management
Alabama
$14.1K +$14.3K +40 New
AF
3086
Alerus Financial
North Dakota
$13K -$3.56K -10 -21%
PWM
3087
Peterson Wealth Management
Nevada
$12.3K +$12.5K +35 New
CIM
3088
Contravisory Investment Management
Massachusetts
$12K – – –
EWM
3089
Evolution Wealth Management
Florida
$12K +$1.78K +5 +17%
CMA
3090
Cedar Mountain Advisors
Oregon
$12K +$10.7K +30 +750%
CFG
3091
Chapman Financial Group
Hawaii
$11.6K – – –
BH
3092
Burk Holdings
Oklahoma
$10.9K +$11.1K +31 New
MASM
3093
MH & Associates Securities Management
California
$10.6K – – –
BTC
3094
Bank & Trust Company
Illinois
$10.2K +$10.3K +29 New
CA
3095
Centerpoint Advisors
Massachusetts
$10K – – –
RDFA
3096
Ritter Daniher Financial Advisory
Ohio
$9.96K – – –
CW
3097
Curio Wealth
Maryland
$9.85K +$1.07K +3 +12%
PF
3098
PlanVest Financial
Maryland
$9.76K +$9.63K +27 New
CWP
3099
Clark Wealth Partners
Illinois
$9.5K – – –
OSNBOA
3100
Old Second National Bank of Aurora
Illinois
$9.5K – – –