Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2026
Berbice Capital Management
New York
$22.2K +$22.5K +130 New
MIM
2027
Marshall Investment Management
Colorado
$22.2K +$22.5K +130 New
VBA
2028
von Borstel & Associates
Oregon
$21K +$21.6K +125 New
PSFG
2029
Park Square Financial Group
Georgia
$20K – – –
RP
2030
Raelipskie Partnership
Ontario, Canada
$19.6K – – –
CB
2031
CNB Bank
Pennsylvania
$19.1K – – –
BCPWM
2032
Bradley & Co Private Wealth Management
Florida
$18.9K – – –
CIAS
2033
CBIZ Investment Advisory Services
Ohio
$18.9K +$16.4K +95 +594%
DPW
2034
DiNuzzo Private Wealth
Pennsylvania
$18.6K +$692 +4 +4%
MWM
2035
MorganRosel Wealth Management
Colorado
$17.6K +$17.8K +103 New
CWA
2036
Carolina Wealth Advisors
South Carolina
$17.4K – – –
APW
2037
Atlantic Private Wealth
North Carolina
$17.1K -$17.3K -100 -50%
BONH
2038
Bank of New Hampshire
New Hampshire
$17.1K – – –
BA
2039
Bellwether Advisors
Nebraska
$17.1K – – –
PWM
2040
Parkworth Wealth Management
California
$17.1K – – –
PPWM
2041
PFG Private Wealth Management
Florida
$17.1K – – –
RJA
2042
Ross\Johnson & Associates
Minnesota
$17.1K – – –
TCPG
2043
Trivant Custom Portfolio Group
California
$17.1K – – –
VWWMG
2044
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K – – –
GTAM
2045
Global Trust Asset Management
Florida
$17.1K +$15.4K +89 +809%
FMTCOCP
2046
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K -$51.9K -300 -75%
CA
2047
Centerpoint Advisors
Massachusetts
$17K – – –
SO
2048
Sierra Ocean
California
$15.5K -$10K -58 -39%
VWA
2049
VSM Wealth Advisory
Maryland
$15.3K – – –
PAM
2050
Pinpoint Asset Management
Hong Kong
$14.7K -$3.98K -23 -21%