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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1301
City State Bank
Iowa
$132K
NEWAS
1302
N.E.W. Advisory Services
Wisconsin
$130K +$141K +2,587 New
MMG
1303
Monetary Management Group
Missouri
$126K -$122K -2,250 -47%
RI
1304
Ridgewood Investments
New Jersey
$124K -$2.72K -50 -2%
HIIFS
1305
Harel Insurance Investments & Financial Services
Israel
$120K -$4.08K -75 -3%
CFO
1306
CVA Family Office
Colorado
$119K -$13.3K -244 -9%
GWSG
1307
GPS Wealth Strategies Group
Colorado
$116K -$10.7K -197 -8%
PAM
1308
Paradigm Asset Management
New York
$115K
WT
1309
Washington Trust
Rhode Island
$113K -$51.9K -955 -30%
EB
1310
Eastern Bank
Massachusetts
$112K
PA
1311
PSI Advisors
Florida
$111K -$47.9K -880 -28%
AWM
1312
Abound Wealth Management
Tennessee
$110K -$435 -8 -0.4%
AI
1313
AdvisorShares Investments
Maryland
$110K +$38.1K +700 +49%
HBW
1314
Hazlett, Burt & Watson
West Virginia
$110K +$6.53K +120 +6%
BONH
1315
Bank of New Hampshire
New Hampshire
$109K
CMBA
1316
C.M. Bidwell & Associates
Hawaii
$108K
Loomis, Sayles & Company
1317
Loomis, Sayles & Company
Massachusetts
$104K -$25.2K -463 -18%
WAG
1318
Wiser Advisor Group
Arizona
$103K
GWSA
1319
Global Wealth Strategies & Associates
Colorado
$101K -$5.44K -100 -5%
BC
1320
Barrett & Company
Rhode Island
$100K
CT
1321
Clearstead Trust
Maine
$100K
BC
1322
Bayforest Capital
United Kingdom
$99.9K +$108K +1,989 New
FMII
1323
Farmers & Merchants Investments Inc
Nebraska
$95.4K
GM
1324
GeoWealth Management
Illinois
$95.4K -$166K -3,061 -62%
CPG
1325
Cornerstone Planning Group
New Jersey
$93.1K +$68.9K +1,267 +197%