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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
1126
MBM Wealth Consultants
Missouri
$19K
PB
1127
Pinnacle Bancorp
Nebraska
$19K +$5.69K +29 +48%
GAM
1128
Gemmer Asset Management
California
$17K -$8.63K -44 -35%
TCCM
1129
Timber Creek Capital Management
Massachusetts
$17K
TFGT
1130
TS Financial Group (TSFG)
Illinois
$17K
RA
1131
Reby Advisors
Connecticut
$17K +$16.5K +84 New
TF
1132
TimeScale Financial
Massachusetts
$16K +$3.92K +20 +36%
SPWG
1133
Sage Private Wealth Group
Illinois
$15K +$14.3K +73 New
TWM
1134
Tradition Wealth Management
Minnesota
$15K +$14.3K +73 New
ICP
1135
Interchange Capital Partners
Pennsylvania
$15K +$14.5K +74 New
RAM
1136
Riggs Asset Management
Pennsylvania
$14K -$208K -1,058 -94%
PMFA
1137
Plante Moran Financial Advisors
Michigan
$14K +$785 +4 +6%
LFG
1138
Larson Financial Group
Missouri
$13K
SIS
1139
Sound Income Strategies
Florida
$13K
WLPWM
1140
Walled Lake Planning & Wealth Management
Illinois
$12K -$144K -736 -93%
CT
1141
Clearstead Trust
Maine
$11K
IFAM
1142
Institutional & Family Asset Management
Colorado
$11K
RCA
1143
Ranch Capital Advisors
Florida
$11K
DWMG
1144
DB Wealth Management Group
California
$11K +$10K +51 New
KFS
1145
Kelly Financial Services
Massachusetts
$10.6K
RWM
1146
Raffa Wealth Management
District of Columbia
$10.2K +$3.14K +16 +48%
PGAM
1147
Princeton Global Asset Management
New Jersey
$10K -$62.8K -320 -87%
LWANC
1148
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K -$5.49K -28 -36%
MHR
1149
Matthew Hamilton Rosenberg
$10K
TIM
1150
Tortoise Investment Management
New York
$10K