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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1101
Sunbelt Securities
Texas
$9.09K -$2.28K -52 -20%
TSMHT
1102
Thurston Springer Miller Herd & Titak
Indiana
$9K
CT
1103
Coastline Trust
Rhode Island
$9K +$8.78K +200 New
AW
1104
Avion Wealth
Texas
$9K -$88 -2 -1%
PSB
1105
Piscataqua Savings Bank
New Hampshire
$9K
UIA
1106
Ulland Investment Advisors
Minnesota
$9K
VNA
1107
Valley National Advisers
Pennsylvania
$9K +$483 +11 +6%
DPW
1108
DiNuzzo Private Wealth
Pennsylvania
$8.91K -$88 -2 -1%
SFCL
1109
Strengthening Families & Communities LLC
Massachusetts
$8.79K -$5.62K -128 -40%
MWM
1110
Mascoma Wealth Management
New Hampshire
$8.46K
CTB
1111
Country Trust Bank
Illinois
$8.46K +$8.26K +188 New
BCWM
1112
Bartlett & Co Wealth Management
Ohio
$8.37K +$3.95K +90 +94%
JFG
1113
JDM Financial Group
Texas
$7.92K
SHIM
1114
Stone House Investment Management
Pennsylvania
$7.43K
HNW
1115
High Note Wealth
Minnesota
$7.34K
WIM
1116
Westside Investment Management
California
$7.21K +$7.03K +160 New
UFF
1117
USA Financial Formulas
Michigan
$6.89K -$2.56M -58,307 -100%
BCM
1118
Boreal Capital Management
Florida
$6.75K
CWA
1119
Carolina Wealth Advisors
South Carolina
$6.75K
GWSG
1120
GPS Wealth Strategies Group
Colorado
$6.62K
KFP
1121
Kerr Financial Planning
California
$6.34K +$5.93K +135 New
TVWM
1122
Tower View Wealth Management
Wisconsin
$6.26K +$44 +1 +0.7%
EWM
1123
Evolution Wealth Management
Florida
$6.17K
APW
1124
Aventura Private Wealth
Florida
$6.08K
DWM
1125
Dogwood Wealth Management
Kansas
$6.03K +$176 +4 +3%