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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2326
Laurel Wealth Planning
Minnesota
$158K – – –
SSC
2327
Syverson Strege & Co
Iowa
$158K – – –
PFC
2328
Phocas Financial Corp
California
$158K +$161K +600 New
TFM
2329
TFC Financial Management
Massachusetts
$154K +$268 +1 +0.2%
AA
2330
Addison Advisors
Vermont
$153K +$4.02K +15 +3%
PWMG
2331
Prestige Wealth Management Group
New Jersey
$152K -$355K -1,324 -70%
UCB
2332
United Community Bank
South Carolina
$149K – – –
CT
2333
Clearstead Trust
Maine
$146K – – –
BCM
2334
Blume Capital Management
California
$146K – – –
RTC
2335
Riverview Trust Company
Washington
$138K -$25.7K -96 -15%
TAM
2336
Tucker Asset Management
Colorado
$137K +$26.8K +100 +24%
KSWA
2337
Kathleen S. Wright Associates
Pennsylvania
$135K – – –
TCWA
2338
Ten Capital Wealth Advisors
Washington
$133K +$62.5K +233 +86%
LFA
2339
Legend Financial Advisors
Pennsylvania
$133K +$19.3K +72 +17%
FC
2340
Family CFO
California
$131K – – –
OC
2341
Oakworth Capital
Alabama
$131K – – –
HIIFS
2342
Harel Insurance Investments & Financial Services
Israel
$129K -$22.8K -85 -15%
LF
2343
Lee Financial
Texas
$122K – – –
GFWA
2344
Grey Fox Wealth Advisors
Delaware
$122K +$124K +463 New
SIS
2345
Sound Income Strategies
Florida
$121K -$536 -2 -0.4%
FNBOSM
2346
First National Bank of South Miami
Florida
$121K – – –
FFC
2347
First Financial Corp
Indiana
$118K – – –
PSB
2348
Piscataqua Savings Bank
New Hampshire
$117K – – –
PB
2349
Pinnacle Bancorp
Nebraska
$117K -$3.22K -12 -3%
RG
2350
Retirement Group
California
$116K +$107K +400 +976%