Name Holding Trade Value Shares
Change
Change in
Stake
PF
2326
PlanVest Financial
Maryland
$59.7K +$68.3K +300 New
RFG
2327
REAP Financial Group
Texas
$59.5K +$11.4K +50 +20%
AIM
2328
Axiom Investment Management
New York
$59.3K +$67.9K +298 New
JWM
2329
JPL Wealth Management
Colorado
$59.1K +$67.6K +297 New
AWM
2330
Activest Wealth Management
Florida
$57.9K -$911 -4 -1%
MLA
2331
MB, Levis & Associates
Pennsylvania
$57.8K – – –
GCM
2332
Gunpowder Capital Management
Maryland
$57.7K – – –
CWM
2333
Cranbrook Wealth Management
Michigan
$56.1K – – –
FC
2334
Fairscale Capital
New Hampshire
$55.5K – – –
TGY2IT
2335
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$55.1K +$63.1K +277 New
BTC
2336
Bank & Trust Company
Illinois
$54.7K – – –
HIW
2337
Holos Integrated Wealth
Pennsylvania
$54.6K – – –
DWM
2338
Dogwood Wealth Management
Kansas
$54.3K +$7.51K +33 +14%
AF
2339
Alerus Financial
North Dakota
$51.2K – – –
S
2340
Sachetta
Massachusetts
$51.2K +$2.96K +13 +5%
KAS
2341
Kemnay Advisory Services
New York
$50.2K -$13.7K -60 -19%
PB
2342
Pinnacle Bancorp
Nebraska
$50.2K – – –
FFG
2343
Forum Finance Group
$50K +$68.3K +300 New
HWA
2344
HHM Wealth Advisors
Tennessee
$49K – – –
GC
2345
Gould Capital
Washington
$48.4K – – –
CT
2346
Coastline Trust
Rhode Island
$47.8K +$683 +3 +1%
SC
2347
Steph & Co
Wisconsin
$47.6K +$2.96K +13 +6%
CCM
2348
Chilton Capital Management
Texas
$47.4K -$47.8K -210 -47%
MAM
2349
Meeder Asset Management
Ohio
$47K -$14.6K -64 -21%
CFM
2350
Cornerstone Financial Management
Massachusetts
$46.8K +$1.82K +8 +4%