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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1051
Sterling Capital Management
North Carolina
$11.5K -$549K -12,505 -98%
LF
1052
LifeSteps Financial
California
$11.4K +$13.6K +309 New
KSB
1053
Kennebec Savings Bank
Maine
$11.1K +$13.2K +300 New
CFS
1054
CGC Financial Services
Oregon
$10.9K – – –
CNBTD
1055
Citizens National Bank Trust Department
Mississippi
$10.9K – – –
BIA
1056
Bell Investment Advisors
California
$10.1K – – –
HNW
1057
High Note Wealth
Minnesota
$9.9K – – –
MCM
1058
MV Capital Management
Maryland
$9.83K +$88 +2 +0.8%
MWM
1059
Mosley Wealth Management
California
$9.65K +$263 +6 +2%
PWA
1060
Provenance Wealth Advisors
Florida
$9.61K – – –
VWA
1061
Valued Wealth Advisors
Utah
$9.5K – – –
CYG
1062
Clean Yield Group
Vermont
$9.24K – – –
BHWM
1063
Beaird Harris Wealth Management
Texas
$9.15K – – –
GIM
1064
Gold Investment Management
Alberta, Canada
$9.09K +$176 +4 +2%
Q1WB
1065
Quest 10 Wealth Builders
Virginia
$9.05K – – –
UFPG
1066
United Financial Planning Group
New York
$9.05K +$10.8K +245 New
MI
1067
Markowski Investments
Florida
$8.88K +$10.5K +240 New
KCM
1068
Key Capital Management
Tennessee
$8.87K – – –
CIAM
1069
Caitong International Asset Management
Hong Kong
$8.57K -$1.01M -23,003 -99%
WA
1070
WPG Advisers
Maryland
$8.54K -$7.63K -174 -43%
PWMG
1071
Prestige Wealth Management Group
New Jersey
$8.35K – – –
HFS
1072
Horizon Financial Services
North Carolina
$8.31K +$9.87K +225 New
FC
1073
Financial Consulate
Maryland
$8.28K -$1.36K -31 -12%
BWS
1074
Buck Wealth Strategies
Colorado
$8.17K +$9.7K +221 New
FMTCOCP
1075
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –