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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1001
Richardson Capital Management
Wisconsin
$24.2K +$23.5K +100 New
SS
1002
Sunbelt Securities
Texas
$24.1K +$4K +17 +21%
WA
1003
WPG Advisers
Maryland
$24K -$16.2K -69 -41%
API
1004
Asset Planning Inc
California
$24K
Lazard Asset Management
1005
Lazard Asset Management
New York
$24K -$2.35K -10 -9%
CSB
1006
City State Bank
Iowa
$23.3K
RFG
1007
REAP Financial Group
Texas
$22.6K +$7.53K +32 +52%
CT
1008
Caldwell Trust
Florida
$22.5K
AWM
1009
Atticus Wealth Management
Florida
$21.8K
CAL
1010
Capital Analysts LLC
Pennsylvania
$21K
CPG
1011
Cornerstone Planning Group
New Jersey
$20.3K +$11.3K +48 +126%
FMII
1012
Farmers & Merchants Investments Inc
Nebraska
$19.6K
TTIC
1013
Tower Trust & Investment Company
Iowa
$18.9K +$18.4K +78 New
GFPC
1014
Global Financial Private Client
Florida
$18.7K +$2.12K +9 +13%
STB
1015
S&T Bank
Pennsylvania
$17.7K
POIA
1016
Pin Oak Investment Advisors
Texas
$17K
GK
1017
Graney & King
New York
$17K
CFD
1018
Creative Financial Designs
Indiana
$17K +$4.47K +19 +37%
PWMG
1019
Private Wealth Management Group
New Jersey
$16.8K
CIAM
1020
Caitong International Asset Management
Hong Kong
$16.2K +$3.77K +16 +31%
CMP
1021
Coston McIsaac & Partners
Maine
$15K
FUBT
1022
First United Bank & Trust
Maryland
$14.5K
RWS
1023
Retirement Wealth Solutions
Wisconsin
$14K
TFA
1024
Transamerica Financial Advisors
Florida
$14K +$5.18K +22 +67%
BOJHT
1025
Bank of Jackson Hole Trust
Wyoming
$14K