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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1026
1620 Investment Advisors
Massachusetts
$122K +$2.03K +19 +2%
CYG
1027
Clean Yield Group
Vermont
$120K – – –
DJSG
1028
D.J. St. Germain
Massachusetts
$118K – – –
PB
1029
Prosperity Bancshares
Texas
$118K -$4.48K -42 -4%
SR
1030
Swiss Re
Switzerland
$117K +$92.6K +868 +490%
CAM
1031
Costello Asset Management
Pennsylvania
$113K – – –
MSFP
1032
Mark Sheptoff Financial Planning
Connecticut
$112K – – –
FWA
1033
Flagship Wealth Advisors
Massachusetts
$110K – – –
SIC
1034
Salem Investment Counselors
North Carolina
$102K -$10.7K -100 -10%
PAM
1035
Paradigm Asset Management
New York
$101K +$96K +900 New
EWP
1036
Elevation Wealth Partners
California
$93.2K +$29.6K +277 +50%
MMCM
1037
Murphy & Mullick Capital Management
New York
$92.2K – – –
ZBNA
1038
Zions Bancorporation, National Association
Utah
$84.1K +$10.6K +99 +15%
RFS
1039
Richardson Financial Services
Massachusetts
$83.9K +$8K +75 +11%
FCT
1040
First Community Trust
Iowa
$83.8K – – –
FMP
1041
Financial Management Professionals
Texas
$79.1K +$1.39K +13 +2%
CH
1042
Canton Hathaway
Rhode Island
$79K – – –
KC
1043
Knuff & Co
California
$78.2K – – –
PK
1044
Pflug Koory
Nebraska
$77.4K -$1.07K -10 -1%
KFAS
1045
Keating Financial Advisory Services
Kansas
$76.4K +$20.3K +190 +38%
IUHSA
1046
Itau Unibanco Holding S.A.
Brazil
$75.8K -$213 -2 -0.3%
CIS
1047
Custom Index Systems
New York
$75.1K +$71.7K +672 New
CA
1048
Continuum Advisory
Idaho
$74K +$70.6K +662 New
APFP
1049
Action Point Financial Planning
Michigan
$73.5K +$70.4K +660 New
NSIM
1050
North Star Investment Management
Illinois
$73.3K +$534 +5 +0.8%
40 41
42
43 44