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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1576
Creative Capital Management Investments
California
$60.5K – – –
FSWA
1577
Financial Synergies Wealth Advisors
Texas
$60K +$51.8K +207 New
KFS
1578
Kelly Financial Services
Massachusetts
$59.4K – – –
W
1579
WealthCollab
Washington
$59.1K +$50K +200 +5,000%
HB
1580
Horizon Bancorp
Indiana
$58K -$2.5K -10 -5%
FC
1581
Family CFO
California
$57.9K – – –
FIM
1582
Fernwood Investment Management
Massachusetts
$57.7K +$49.8K +199 New
TFIPS
1583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$55.1K – – –
PO
1584
Private Ocean
California
$54.8K – – –
PB
1585
Pinnacle Bancorp
Nebraska
$54.5K -$9.01K -36 -16%
PWMA
1586
Pension & Wealth Management Advisors
Massachusetts
$54.5K +$47K +188 New
AF
1587
Advisornet Financial
Minnesota
$53.3K -$14.3K -57 -24%
ATC
1588
Advantage Trust Company
Kansas
$52.2K -$37.5K -150 -45%
MWM
1589
Mascoma Wealth Management
New Hampshire
$52.2K – – –
FUBT
1590
First United Bank & Trust
Maryland
$51.6K – – –
GKIM
1591
GW&K Investment Management
Massachusetts
$51K -$4.75K -19 -10%
IBOK
1592
Independence Bank of Kentucky
Kentucky
$50.7K -$5K -20 -10%
WPA
1593
West Paces Advisors
Georgia
$50.7K -$1.5K -6 -3%
SNB
1594
Security National Bank
Nebraska
$50.7K – – –
SWA
1595
SOA Wealth Advisors
New York
$50K +$250 +1 +0.6%
OIAM
1596
OFI Invest Asset Management
France
$49.9K +$22.3K +89 +92%
SIC
1597
SJS Investment Consulting
Ohio
$47.2K -$751 -3 -2%
GJIA
1598
Glass Jacobson Investment Advisors
Maryland
$45.5K -$24.5K -98 -38%
RDIA
1599
RE Dickinson Investment Advisors
Iowa
$44K +$500 +2 +1%
VWM
1600
Venturi Wealth Management
Texas
$42.6K +$1.25K +5 +4%
62 63
64
65 66