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Name Holding Trade Value Shares
Change
Change in
Stake
PP
901
Pacifica Partners
Canada
$17K
SFO
902
Standard Family Office
South Dakota
$16K
OCM
903
Osterweis Capital Management
California
$16K +$16.5K +92 New
Bank of Montreal
904
Bank of Montreal
Ontario, Canada
$15.5K -$771K -4,302 -5%
PWMG
905
Prestige Wealth Management Group
New Jersey
$15K
WOC
906
West Oak Capital
California
$15K
AA
907
Addison Advisors
Vermont
$15K +$2.69K +15 +20%
OIA
908
Optimum Investment Advisors
Illinois
$15K +$4.48K +25 +41%
AFS
909
Annapolis Financial Services
Maryland
$14K +$14.7K +82 New
NSIM
910
North Star Investment Management
Illinois
$13K
HFS
911
Hantz Financial Services
Michigan
$13K +$13.8K +77 New
FCT
912
First Community Trust
Iowa
$12K -$4.48K -25 -26%
CMP
913
Coston McIsaac & Partners
Maine
$12K -$179 -1 -1%
CAL
914
Capital Analysts LLC
Pennsylvania
$12K
CCA
915
Column Capital Advisors
Indiana
$12K
MAM
916
Meeder Asset Management
Ohio
$12K
TSWM
917
Tyler-Stone Wealth Management
Ohio
$12K
SWM
918
Sugarloaf Wealth Management
Georgia
$12K +$5.91K +33 +94%
MDCM
919
Morgan Dempsey Capital Management
Wisconsin
$12K +$12.7K +71 New
TWA
920
TCI Wealth Advisors
Arizona
$11K -$5.74K -32 -34%
TFP
921
Tilia Fiduciary Partners
North Carolina
$11K
IWP
922
IAG Wealth Partners
Wisconsin
$10K
CFO
923
CVA Family Office
Colorado
$10K +$1.61K +9 +19%
SC
924
Stephens Consulting
Michigan
$9.51K
JFGIW
925
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$37.8K -211 -80%