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Name Holding Trade Value Shares
Change
Change in
Stake
LB
1551
Legacy Bridge
Iowa
$22.7K – – –
PFSC
1552
Peoples Financial Services Corp
Pennsylvania
$22.7K – – –
SWIM
1553
Smallwood Wealth Investment Management
New Jersey
$22.7K – – –
VWM
1554
Valley Wealth Managers
New Jersey
$22.7K – – –
BIA
1555
Bell Investment Advisors
California
$22.7K +$3.29K +15 +18%
FLFS
1556
Family Legacy Financial Solutions
North Carolina
$22.7K +$21.9K +100 New
SA
1557
Scarborough Advisors
Maryland
$22.7K +$21.9K +100 New
SCM
1558
Silvant Capital Management
Georgia
$21.8K – – –
BT
1559
Banque Transatlantique
France
$21.7K -$17.5K -80 -46%
WAS
1560
Winch Advisory Services
Wisconsin
$21.4K -$2.85K -13 -12%
DWM
1561
Darwin Wealth Management
Florida
$19.8K -$3.29K -15 -15%
FDCP
1562
Foster Dykema Cabot & Partners
Massachusetts
$19.4K – – –
BTD
1563
BankPlus Trust Department
Mississippi
$19.3K – – –
T
1564
Transce3nd
Texas
$19.1K – – –
GGI
1565
Godsey & Gibb Inc
Virginia
$18.2K -$3.94K -18 -18%
BWL
1566
Bogart Wealth LLC
Virginia
$17.5K -$3.5K -16 -17%
FFA
1567
Frazier Financial Advisors
Ohio
$17.5K +$3.72K +17 +28%
WOC
1568
West Oak Capital
California
$17.5K – – –
SWA
1569
SOA Wealth Advisors
New York
$17.4K -$37.9K -173 -69%
GCM
1570
Gables Capital Management
Florida
$17K -$157K -715 -91%
NECFA
1571
New England Capital Financial Advisors
Connecticut
$17K – – –
ACM
1572
Anfield Capital Management
California
$16.8K – – –
MWM
1573
Mascoma Wealth Management
New Hampshire
$15.9K – – –
PSB
1574
Piscataqua Savings Bank
New Hampshire
$15.9K -$6.57K -30 -30%
FP
1575
Financial Perspectives
Minnesota
$15.7K – – –