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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1726
TopTier Wealth Management
Wisconsin
$118K +$125K +220 New
CPG
1727
Cornerstone Planning Group
New Jersey
$117K +$43K +76 +78%
CAM
1728
Chesapeake Asset Management
New York
$114K +$120K +212 New
SIS
1729
Sound Income Strategies
Florida
$114K -$7.92K -14 -6%
T
1730
Tidemark
California
$114K +$1.13K +2 +1%
PFSC
1731
Peoples Financial Services Corp
Pennsylvania
$111K – – –
VEA
1732
Virtus ETF Advisers
New York
$110K – – –
1M
1733
1248 Management
Missouri
$108K – – –
MIM
1734
MTM Investment Management
South Carolina
$108K – – –
TTIC
1735
Tower Trust & Investment Company
Iowa
$108K – – –
BOTPPF
1736
Board of the Pension Protection Fund
United Kingdom
$108K +$90.5K +160 +400%
IFS
1737
Intelligent Financial Strategies
Minnesota
$105K – – –
SWM
1738
SHP Wealth Management
Massachusetts
$101K +$10.8K +19 +11%
KFAS
1739
Keating Financial Advisory Services
Kansas
$100K +$4.53K +8 +4%
HIMS
1740
Hager Investment Management Services
New Hampshire
$96.8K -$1.13K -2 -1%
BSB
1741
Bangor Savings Bank
Maine
$94.7K – – –
QL
1742
Quarry LP
New York
$93.6K +$75.8K +134 +335%
PWA
1743
Provenance Wealth Advisors
Florida
$93.1K +$97.9K +173 New
WC
1744
Westwind Capital
New Mexico
$93K +$97.3K +172 New
PB
1745
Prosperity Bancshares
Texas
$92.5K – – –
WAG
1746
Wilkerson Advisory Group
Missouri
$92.5K +$25.5K +45 +35%
PWMG
1747
Private Wealth Management Group
New Jersey
$92K +$28.3K +50 +41%
HIIFS
1748
Harel Insurance Investments & Financial Services
Israel
$91K +$96.2K +170 New
UCB
1749
United Community Bank
South Carolina
$90.9K +$49.8K +88 +109%
GEA
1750
Glen Eagle Advisors
New Jersey
$89.8K -$30K -53 -24%