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Name Holding Trade Value Shares
Change
Change in
Stake
MCB
5451
Morton Community Bank
Illinois
$210K +$196K +958 New
SAMC
5452
Spectrum Asset Management (California)
California
$210K +$195K +955 New
RB
5453
Richmond Brothers
Michigan
$209K +$195K +951 New
RCS
5454
Retirement Capital Strategies
California
$208K +$194K +948 New
CAM
5455
Cobblestone Asset Management
Virginia
$207K +$193K +943 New
FFW
5456
Fusion Family Wealth
New York
$207K +$193K +942 New
ACM
5457
Adalta Capital Management
New York
$206K +$192K +940 New
DFC
5458
DBK Financial Counsel
Ohio
$206K +$192K +940 New
ACA
5459
Ascension Capital Advisors
Texas
$206K +$192K +937 New
JRFS
5460
James Reed Financial Services
Ohio
$205K +$191K +936 New
COFSG
5461
Carbahal Olsen Financial Services Group
California
$205K +$191K +933 New
IFO
5462
Independent Family Office
New York
$205K +$191K +933 New
TR
5463
Tepp RIA
New Jersey
$204K +$190K +931 New
IWB
5464
Innovative Wealth Building
Maryland
$202K +$189K +923 New
MS
5465
Maven Securities
Jersey
$202K -$845K -4,130 -82%
PHIC
5466
Pine Haven Investment Counsel
Massachusetts
$202K +$188K +920 New
GF
5467
Gimbal Financial
Indiana
$202K +$188K +919 New
AIM
5468
Aurora Investment Managers
Florida
$201K +$188K +917 New
CFGF
5469
Compass Financial Group (Florida)
Florida
$200K +$187K +913 New
FC
5470
Family CFO
California
$200K -$5.12K -25 -3%
PIS
5471
POM Investment Strategies
North Carolina
$195K +$1.64K +8 +0.9%
BFS
5472
Bare Financial Services
Pennsylvania
$194K
CMA
5473
Cedar Mountain Advisors
Oregon
$190K -$155K -760 -47%
CFS
5474
CGC Financial Services
Oregon
$187K
MFT
5475
Moisand Fitzgerald Tamayo
Florida
$187K -$15.1K -74 -8%