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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1876
Intelligent Financial Strategies
Minnesota
$139K – – –
TFIPS
1877
Towarzystwo Funduszy Inwestycyjnych PZU SA
$136K +$19.8K +30 +19%
NFSG
1878
Newbridge Financial Services Group
Florida
$134K +$46.8K +71 +61%
MR
1879
Munich Reinsurance
$133K -$29.6K -45 -19%
SIC
1880
SJS Investment Consulting
Ohio
$132K +$26.4K +40 +28%
PWA
1881
Provenance Wealth Advisors
Florida
$131K +$6.59K +10 +6%
DCBT
1882
Dakota Community Bank & Trust
North Dakota
$131K +$121K +183 New
SWM
1883
SHP Wealth Management
Massachusetts
$130K -$3.29K -5 -3%
BSB
1884
Bangor Savings Bank
Maine
$126K – – –
HBT
1885
Hills Bank & Trust
Iowa
$124K +$115K +174 New
HIMS
1886
Hager Investment Management Services
New Hampshire
$123K -$5.27K -8 -4%
HIIFS
1887
Harel Insurance Investments & Financial Services
Israel
$121K – – –
UCB
1888
United Community Bank
South Carolina
$121K – – –
APW
1889
Aventura Private Wealth
Florida
$119K +$79.7K +121 +263%
FC
1890
Financial Consulate
Maryland
$117K +$24.4K +37 +29%
CFO
1891
CVA Family Office
Colorado
$114K +$15.8K +24 +18%
PAG
1892
Paladin Advisory Group
Iowa
$113K – – –
APFP
1893
Action Point Financial Planning
Michigan
$112K +$107K +163 New
JWA
1894
JFS Wealth Advisors
Pennsylvania
$108K +$1.98K +3 +2%
CPG
1895
Cornerstone Planning Group
New Jersey
$108K -$7.25K -11 -6%
SWIM
1896
Smallwood Wealth Investment Management
New Jersey
$107K – – –
BC
1897
Bayforest Capital
United Kingdom
$106K +$62.6K +95 +179%
MCM
1898
MV Capital Management
Maryland
$105K +$659 +1 +0.7%
BW
1899
Bravera Wealth
North Dakota
$104K – – –
PWMG
1900
Private Wealth Management Group
New Jersey
$101K -$19.8K -30 -18%