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Name Holding Trade Value Shares
Change
Change in
Stake
PB
1626
Pinnacle Bancorp
Nebraska
$50.1K – – –
MAM
1627
Morse Asset Management
Connecticut
$49.2K -$426K -1,525 -90%
SNB
1628
Security National Bank
Nebraska
$49.2K – – –
WPA
1629
West Paces Advisors
Georgia
$49.2K – – –
CB
1630
CNB Bank
Pennsylvania
$48.1K +$7.54K +27 +19%
RDIA
1631
RE Dickinson Investment Advisors
Iowa
$47.3K – – –
M
1632
MOTCO
Texas
$46.4K – – –
PWA
1633
Physician Wealth Advisors
Utah
$45.7K +$45.2K +162 New
AGWCA
1634
Annis Gardner Whiting Capital Advisors
Florida
$45.5K +$4.19K +15 +10%
CW
1635
Curio Wealth
Maryland
$44.9K +$44.7K +160 New
FWM
1636
FLP Wealth Management
Arkansas
$44.9K +$44.7K +160 New
SO
1637
Sierra Ocean
California
$44.6K +$44.1K +158 New
GJIA
1638
Glass Jacobson Investment Advisors
Maryland
$44.2K – – –
VC
1639
Vestor Capital
Illinois
$44K -$3.91K -14 -8%
SWA
1640
SOA Wealth Advisors
New York
$43.7K – – –
S
1641
Sachetta
Massachusetts
$43.6K -$1.12K -4 -3%
IWP
1642
IAG Wealth Partners
Wisconsin
$42.8K +$42.4K +152 New
AG
1643
AmeriFlex Group
Nevada
$42.7K +$44.9K +161 New
AWM
1644
Abound Wealth Management
Tennessee
$42.4K -$3.07K -11 -7%
ATC
1645
Advantage Trust Company
Kansas
$42.2K -$8.38K -30 -17%
SIS
1646
Sound Income Strategies
Florida
$41.9K +$279 +1 +0.7%
DF
1647
DecisionPoint Financial
Arizona
$40.2K – – –
CAL
1648
Capital Analysts LLC
Pennsylvania
$40K – – –
Optiver Holding
1649
Optiver Holding
Netherlands
$39.1K +$38.8K +139 New
BFPW
1650
BOK Financial Private Wealth
Colorado
$38.9K – – –