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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1201
Jessup Wealth Management
Ohio
$44.1K +$49.1K +13 New
CB
1202
CNB Bank
Pennsylvania
$40.7K – – –
PWMG
1203
Private Wealth Management Group
New Jersey
$40.7K – – –
RF
1204
Robbins Farley
New Hampshire
$40.7K – – –
MB
1205
MidFirst Bank
Oklahoma
$40.7K +$155K +41 New
PWS
1206
Peterson Wealth Services
Utah
$37.3K -$35.7M -9,446 -100%
RFP
1207
Root Financial Partners
California
$37.3K -$3.78K -1 -8%
BL
1208
BFSG LLC
California
$37.3K – – –
FNWA
1209
Financial Network Wealth Advisors
Utah
$37.3K – – –
SA
1210
SRH Advisors
Kansas
$37.3K – – –
AFC
1211
Ares Financial Consulting
California
$37.3K +$41.6K +11 New
ECA
1212
Elevated Capital Advisors
Utah
$37.3K +$41.6K +11 New
TC
1213
Tacita Capital
Ontario, Canada
$33.9K -$7.56K -2 -17%
FWA
1214
Flagship Wealth Advisors
Massachusetts
$33.9K – – –
IBOK
1215
Independence Bank of Kentucky
Kentucky
$33.9K – – –
Loomis, Sayles & Company
1216
Loomis, Sayles & Company
Massachusetts
$33.9K – – –
Ancora Advisors
1217
Ancora Advisors
Ohio
$33.9K +$34K +9 +900%
EP
1218
Essential Partners
California
$30.5K -$193K -51 -85%
FMP
1219
Financial Management Professionals
Texas
$30.5K – – –
MCF Advisors
1220
MCF Advisors
Kentucky
$30.5K +$11.3K +3 +50%
BA
1221
Bard Associates
Illinois
$30.5K +$34K +9 New
TFA
1222
Transamerica Financial Advisors
Florida
$27.6K +$15.1K +4 +100%
FFO
1223
Fortitude Family Office
Arizona
$27.1K -$7.56K -2 -20%
PMFA
1224
Plante Moran Financial Advisors
Michigan
$27.1K – – –
TPBG
1225
Turning Point Benefit Group
Maryland
$27.1K +$7.56K +2 +33%