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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
626
Sound Income Strategies
Florida
$1.8K – – –
GFA
627
Godfrey Financial Associates
New York
$1.64K +$2.18K +15 New
NB
628
NBT Bank
New York
$1.64K +$15.8K +109 New
IA
629
IFS Advisors
Kansas
$1.64K – – –
TC
630
Trust Company
Kansas
$1.42K – – –
SFG
631
Strive Financial Group
Indiana
$1.31K +$1.75K +12 New
TFA
632
Toth Financial Advisory
Virginia
$1.09K +$1.45K +10 New
Canada Pension Plan Investment Board
633
Canada Pension Plan Investment Board
Ontario, Canada
$1.09K -$1.48M -10,209 -100%
PWS
634
Peterson Wealth Services
Utah
$1.09K -$1.09M -7,525 -100%
BCH
635
Berkshire Capital Holdings
California
$1.09K – – –
CJ
636
Caitlin John
Michigan
$1.09K – – –
CSC
637
Caldwell Sutter Capital
California
$1.09K – – –
RF
638
Rossby Financial
Florida
$1.09K – – –
POIA
639
Pin Oak Investment Advisors
Texas
$1K – – –
LAS
640
Lloyd Advisory Services
Georgia
$874 +$1.16K +8 New
BIA
641
Bell Investment Advisors
California
$656 -$3.34K -23 -79%
BFS
642
Bare Financial Services
Pennsylvania
$656 +$872 +6 New
CFB
643
Cullen/Frost Bankers
Texas
$547 – – –
RWS
644
Retirement Wealth Solutions
Wisconsin
$547 +$582 +4 +400%
IAS
645
IMA Advisory Services
Colorado
$546 +$727 +5 New
SC
646
Stephens Consulting
Michigan
$438 – – –
TPCW
647
TD Private Client Wealth
New York
$437 – – –
CWM
648
Copia Wealth Management
Oregon
$437 +$582 +4 New
WA
649
Whipplewood Advisors
Colorado
$437 +$582 +4 New
WWA
650
Wealth Watch Advisors
Colorado
$328 – – –