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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1876
Arlington Partners
Alabama
$190K +$18.7K +84 +11%
TFS
1877
TrustCore Financial Services
Tennessee
$188K -$16.5K -74 -8%
MRG
1878
Milestone Resources Group
British Virgin Islands
$188K – – –
BFC
1879
Bedel Financial Consulting
Indiana
$185K +$2.23K +10 +1%
JWM
1880
Janiczek Wealth Management
Colorado
$184K +$223 +1 +0.1%
TFM
1881
TFC Financial Management
Massachusetts
$183K – – –
TF
1882
Tompkins Financial
New York
$177K +$180K +807 New
EP
1883
Elkhorn Partners
Nebraska
$176K +$11.2K +50 +7%
CIA
1884
Cascade Investment Advisors
Oregon
$176K – – –
CBT
1885
Central Bank & Trust
Kentucky
$173K -$6.69K -30 -4%
KIG
1886
Kowal Investment Group
Wisconsin
$172K +$175K +783 New
PP
1887
PrairieView Partners
Minnesota
$168K – – –
VCM
1888
Versant Capital Management
Arizona
$166K -$223 -1 -0.1%
TFGT
1889
TS Financial Group (TSFG)
Illinois
$164K -$44.6K -200 -21%
LTI
1890
Laffer Tengler Investments
Tennessee
$159K +$161K +721 New
PWM
1891
Prentice Wealth Management
New York
$157K -$5.35K -24 -3%
CMA
1892
Cedar Mountain Advisors
Oregon
$154K – – –
ETI
1893
Enterprise Trust & Investment
California
$154K – – –
PB
1894
Pinnacle Bancorp
Nebraska
$154K +$35.9K +161 +30%
HIIFS
1895
Harel Insurance Investments & Financial Services
Israel
$150K -$272K -1,219 -64%
WLPWM
1896
Walled Lake Planning & Wealth Management
Illinois
$147K – – –
MAWCM
1897
Mine & Arao Wealth Creation & Management
California
$143K – – –
PP
1898
Pacifica Partners
Canada
$143K +$86.5K +388 +149%
FFA
1899
Freedman Financial Associates
Massachusetts
$141K – – –
TC
1900
Truvestments Capital
Florida
$141K – – –