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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1701
Bogart Wealth LLC
Virginia
$29.4K – – –
KA
1702
Kozak & Associates
Colorado
$29.3K +$27.4K +100 New
FMTCOCP
1703
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
GCS
1704
Gordian Capital (Singapore)
Singapore
$28.8K +$27.4K +100 New
RP
1705
Raelipskie Partnership
Ontario, Canada
$28.8K +$27.4K +100 New
LWANC
1706
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.6K – – –
CHC
1707
City Holding Co
West Virginia
$28.5K -$274 -1 -1%
BGC
1708
Beutel, Goodman & Co
Ontario, Canada
$28K +$27.4K +100 New
AWM
1709
Abound Wealth Management
Tennessee
$28K +$8.5K +31 +47%
CA
1710
Continuum Advisory
Idaho
$27.8K +$9.6K +35 +56%
FP
1711
Financial Perspectives
Minnesota
$27.1K – – –
PCMC
1712
Planning Capital Management Corporation
Pennsylvania
$26K -$32.6K -119 -57%
CAL
1713
Capital Advisors Ltd
Ohio
$25K +$1.65K +6 +7%
CT
1714
Clearstead Trust
Maine
$23.1K – – –
RWM
1715
Reston Wealth Management
Virginia
$22.3K +$21.1K +77 New
CH
1716
Canton Hathaway
Rhode Island
$22K +$20.8K +76 New
CTWM
1717
Cherry Tree Wealth Management
Minnesota
$21.9K – – –
AS
1718
Altshuler Shaham
Israel
$21.3K +$20.3K +74 New
NBT
1719
Northwest Bank & Trust
Iowa
$20.8K – – –
TCA
1720
Trifecta Capital Advisors
Illinois
$20.5K +$14.8K +54 +318%
MWM
1721
Mascoma Wealth Management
New Hampshire
$19.9K – – –
MFG
1722
Mendota Financial Group
Wisconsin
$19K +$274 +1 +2%
TFA
1723
Toth Financial Advisory
Virginia
$18.7K – – –
ITFISA
1724
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$18.7K -$6.58K -24 -27%
LFA
1725
Legend Financial Advisors
Pennsylvania
$18.2K -$21.4K -78 -55%
67 68
69
70 71