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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1126
PrairieView Partners
Minnesota
$20K – – –
FPFS
1127
First Personal Financial Services
North Carolina
$19K – – –
GCM
1128
Gables Capital Management
Florida
$19K – – –
MWC
1129
MBM Wealth Consultants
Missouri
$19K – – –
PB
1130
Pinnacle Bancorp
Nebraska
$19K +$5.69K +29 +48%
GAM
1131
Gemmer Asset Management
California
$17K -$8.63K -44 -35%
TCCM
1132
Timber Creek Capital Management
Massachusetts
$17K – – –
TFGT
1133
TS Financial Group (TSFG)
Illinois
$17K – – –
RA
1134
Reby Advisors
Connecticut
$17K +$16.5K +84 New
TF
1135
TimeScale Financial
Massachusetts
$16K +$3.92K +20 +36%
SPWG
1136
Sage Private Wealth Group
Illinois
$15K +$14.3K +73 New
TWM
1137
Tradition Wealth Management
Minnesota
$15K +$14.3K +73 New
ICP
1138
Interchange Capital Partners
Pennsylvania
$15K +$14.5K +74 New
RAM
1139
Riggs Asset Management
Pennsylvania
$14K -$208K -1,058 -94%
PMFA
1140
Plante Moran Financial Advisors
Michigan
$14K +$785 +4 +6%
LFG
1141
Larson Financial Group
Missouri
$13K – – –
SIS
1142
Sound Income Strategies
Florida
$13K – – –
WLPWM
1143
Walled Lake Planning & Wealth Management
Illinois
$12K -$144K -736 -93%
CT
1144
Clearstead Trust
Maine
$11K – – –
IFAM
1145
Institutional & Family Asset Management
Colorado
$11K – – –
RCA
1146
Ranch Capital Advisors
Florida
$11K – – –
DWMG
1147
DB Wealth Management Group
California
$11K +$10K +51 New
KFS
1148
Kelly Financial Services
Massachusetts
$10.6K – – –
RWM
1149
Raffa Wealth Management
District of Columbia
$10.2K +$3.14K +16 +48%
PGAM
1150
Princeton Global Asset Management
New Jersey
$10K -$62.8K -320 -87%