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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1201
Pacific Center for Financial Services
California
$5.38K – – –
CSB
1202
City State Bank
Iowa
$4.83K – – –
DAM
1203
Delta Asset Management
Tennessee
$4.47K – – –
CIA
1204
Cape Investment Advisory
Georgia
$4.38K +$317 +3 +7%
AS
1205
Altshuler Shaham
Israel
$4.01K +$4.65K +44 New
FPB
1206
First PREMIER Bank
South Dakota
$4K – – –
FPF
1207
First Pacific Financial
Washington
$3.92K +$4.55K +43 New
RWS
1208
Retirement Wealth Solutions
Wisconsin
$3.83K – – –
APW
1209
Aventura Private Wealth
Florida
$3.83K +$4.44K +42 New
KSB
1210
Kennebec Savings Bank
Maine
$3.83K +$4.44K +42 New
DWM
1211
Dogwood Wealth Management
Kansas
$3.74K +$4.34K +41 New
PWA
1212
Principia Wealth Advisory
Texas
$3.62K +$3.91K +37 +617%
FP
1213
Financial Perspectives
Minnesota
$3.56K – – –
FWM
1214
FSA Wealth Management
Massachusetts
$3.56K – – –
PG
1215
Proffitt & Goodson
Tennessee
$3.56K – – –
BGAI
1216
Bruce G. Allen Investments
Colorado
$3.37K -$4.23K -40 -52%
MSWA
1217
Marshall & Sterling Wealth Advisors
New York
$3.23K -$106 -1 -3%
DPW
1218
DiNuzzo Private Wealth
Pennsylvania
$3.13K +$106 +1 +3%
PP
1219
PFS Partners
New Jersey
$3.1K +$3.6K +34 New
HWP
1220
Highline Wealth Partners
California
$3.1K +$1.16K +11 +48%
NECFA
1221
New England Capital Financial Advisors
Connecticut
$2.94K – – –
IHWM
1222
Iron Horse Wealth Management
Iowa
$2.83K +$3.28K +31 New
NB
1223
NBT Bank
New York
$2.55K – – –
CIAM
1224
Caitong International Asset Management
Hong Kong
$2.46K -$220K -2,081 -99%
BL
1225
BFSG LLC
California
$2.37K +$2.75K +26 New