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Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
2876
Morton Brown Family Wealth
Pennsylvania
$16.4K – – –
PP
2877
PFS Partners
New Jersey
$15.9K – – –
DWM
2878
Dogwood Wealth Management
Kansas
$15.6K -$667K -2,494 -98%
MAS
2879
MPWM Advisory Solutions
Georgia
$15.6K – – –
IWM
2880
IMG Wealth Management
Florida
$15.5K +$14.7K +55 +2,750%
PCC
2881
Park Circle Company
Maryland
$14.7K – – –
CWM
2882
Centricity Wealth Management
Ohio
$14.5K – – –
MCA
2883
Midwest Capital Advisors
Michigan
$14.5K – – –
BFS
2884
Bare Financial Services
Pennsylvania
$14.5K +$12K +45 +563%
PA
2885
Pineridge Advisors
Missouri
$14.2K -$535 -2 -4%
MFC
2886
Mechanics Financial Corp
Ohio
$13.6K – – –
CB
2887
Centennial Bank
Arkansas
$13.6K +$2.67K +10 +25%
DWA
2888
Delos Wealth Advisors
Texas
$13.6K +$13.4K +50 New
RWA
2889
Redmont Wealth Advisors
Illinois
$13.6K +$13.4K +50 New
WCM
2890
WealthTrak Capital Management
Virginia
$13.4K +$3.48K +13 +36%
EA
2891
Evolution Advisers
Virginia
$13K – – –
PP
2892
PrairieView Partners
Minnesota
$13K – – –
CMP
2893
Coston McIsaac & Partners
Maine
$13K +$535 +2 +4%
BFP
2894
Briaud Financial Planning
Texas
$13K +$13.4K +50 New
STB
2895
S&T Bank
Pennsylvania
$12.8K +$4.28K +16 +52%
MAFA
2896
MJT & Associates Financial Advisory
Minnesota
$12.5K – – –
WCM
2897
Westend Capital Management
California
$12.5K +$8.55K +32 +229%
NECFA
2898
New England Capital Financial Advisors
Connecticut
$12.4K – – –
MFT
2899
Moisand Fitzgerald Tamayo
Florida
$12.3K – – –
IAG
2900
Innovative Advisory Group
Massachusetts
$12.3K +$12K +45 New