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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2276
Steph & Co
Wisconsin
$14K
PWP
2277
Personal Wealth Partners
Minnesota
$14K +$13.5K +242 New
RIM
2278
Rockbridge Investment Management
New York
$13K
CAM
2279
ClariVest Asset Management
California
$13K +$671 +12 +6%
RG
2280
Retirement Group
California
$12K -$26.9K -481 -70%
TVWM
2281
Tower View Wealth Management
Wisconsin
$12K
PFA
2282
Professional Financial Advisors
Nebraska
$12K +$12.1K +216 New
PP
2283
PrairieView Partners
Minnesota
$11K -$1.12K -20 -9%
MWA
2284
Moser Wealth Advisors
Washington
$11K
POIA
2285
Pin Oak Investment Advisors
Texas
$10K
MS
2286
Mizuho Securities
Japan
$10K +$56 +1 +0.6%
FMB
2287
Field & Main Bank
Kentucky
$9K +$8.39K +150 New
AIA
2288
Arcadia Investment Advisors
Idaho
$7.64K
LFG
2289
Larson Financial Group
Missouri
$7K -$1.17K -21 -15%
EAM
2290
Eukles Asset Management
Ohio
$7K
TJHA
2291
Thomas J. Herzfeld Advisors
Florida
$7K
BC
2292
Burleson & Co
California
$6K
GA
2293
GoalVest Advisory
New York
$6K +$3.24K +58 +121%
SMG
2294
Spectrum Management Group
Indiana
$5K -$54.2K -970 -92%
AFG
2295
Albion Financial Group
Utah
$5K +$5.26K +94 New
MFG
2296
Monumental Financial Group
Maryland
$5K +$5.37K +96 New
CMBA
2297
C.M. Bidwell & Associates
Hawaii
$4K
JPLA
2298
Joseph P. Lucia & Associates
New York
$4K
ST
2299
Sageworth Trust
Pennsylvania
$4K
MA
2300
Modus Advisors
Minnesota
$4K +$3.58K +64 New