Name Holding Trade Value Shares
Change
Change in
Stake
NF
1301
Norwood Financial
Pennsylvania
$41K +$40.6K +712 New
CFO
1302
CVA Family Office
Colorado
$40K -$27.2K -477 -40%
NSB
1303
Norway Savings Bank
Maine
$40K -$5.3K -93 -12%
SFFS
1304
Stonehage Fleming Financial Services
Jersey
$39K – – –
TH
1305
TCTC Holdings
Texas
$38K -$8.38K -147 -18%
CAM
1306
Close Asset Management
United Kingdom
$38K – – –
UIA
1307
Ulland Investment Advisors
Minnesota
$38K +$38.5K +675 New
FP
1308
Financial Perspectives
Minnesota
$37.5K – – –
BAM
1309
Baldrige Asset Management
Pennsylvania
$37K – – –
ACM
1310
AUA Capital Management
Pennsylvania
$36K -$3.31K -58 -8%
LJHT
1311
Laurie J. Hall Trustee
$36K – – –
AW
1312
Avion Wealth
Texas
$36K +$9.24K +162 +34%
AWA
1313
Amplius Wealth Advisors
Pennsylvania
$36K +$36.7K +644 New
PO
1314
Private Ocean
California
$35K +$3.93K +69 +13%
BWM
1315
BerganKDV Wealth Management
Minnesota
$34K +$8.04K +141 +31%
AIL
1316
AGF Investments LLC
Ontario, Canada
$34K +$34K +597 New
ACM
1317
Aquatic Capital Management
Illinois
$34K +$34.2K +600 New
TWM
1318
Tradition Wealth Management
Minnesota
$33K -$301K -5,280 -90%
PGAM
1319
Princeton Global Asset Management
New Jersey
$32K -$5.7K -100 -15%
MCM
1320
MV Capital Management
Maryland
$32K +$10.7K +188 +49%
SFM
1321
Signet Financial Management
New Jersey
$32K +$31.9K +560 New
CH
1322
Canton Hathaway
Rhode Island
$31K – – –
IWMWV
1323
Ironwood Wealth Management (West Virginia)
West Virginia
$31K – – –
CAL
1324
Capital Analysts LLC
Pennsylvania
$31K +$1.71K +30 +6%
EWM
1325
Elmwood Wealth Management
California
$31K +$31K +543 New