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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2026
Marshall Investment Management
Colorado
$22.2K +$22.5K +130 New
VBA
2027
von Borstel & Associates
Oregon
$21K +$21.6K +125 New
PSFG
2028
Park Square Financial Group
Georgia
$20K
RP
2029
Raelipskie Partnership
Ontario, Canada
$19.6K
CB
2030
CNB Bank
Pennsylvania
$19.1K
BCPWM
2031
Bradley & Co Private Wealth Management
Florida
$18.9K
CIAS
2032
CBIZ Investment Advisory Services
Ohio
$18.9K +$16.4K +95 +594%
DPW
2033
DiNuzzo Private Wealth
Pennsylvania
$18.6K +$692 +4 +4%
MWM
2034
MorganRosel Wealth Management
Colorado
$17.6K +$17.8K +103 New
CWA
2035
Carolina Wealth Advisors
South Carolina
$17.4K
APW
2036
Atlantic Private Wealth
North Carolina
$17.1K -$17.3K -100 -50%
BONH
2037
Bank of New Hampshire
New Hampshire
$17.1K
BA
2038
Bellwether Advisors
Nebraska
$17.1K
PWM
2039
Parkworth Wealth Management
California
$17.1K
PPWM
2040
PFG Private Wealth Management
Florida
$17.1K
RJA
2041
Ross\Johnson & Associates
Minnesota
$17.1K
TCPG
2042
Trivant Custom Portfolio Group
California
$17.1K
VWWMG
2043
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K
GTAM
2044
Global Trust Asset Management
Florida
$17.1K +$15.4K +89 +809%
FMTCOCP
2045
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K -$51.9K -300 -75%
CA
2046
Centerpoint Advisors
Massachusetts
$17K
SO
2047
Sierra Ocean
California
$15.5K -$10K -58 -39%
VWA
2048
VSM Wealth Advisory
Maryland
$15.3K
PAM
2049
Pinpoint Asset Management
Hong Kong
$14.7K -$3.98K -23 -21%
MEG
2050
Millstone Evans Group
Colorado
$13.6K