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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1651
Briaud Financial Planning
Texas
$35K – – –
VNA
1652
Valley National Advisers
Pennsylvania
$35K +$1.31K +5 +4%
MWM
1653
Mascoma Wealth Management
New Hampshire
$33K -$18.3K -70 -39%
CTWM
1654
Cherry Tree Wealth Management
Minnesota
$32.7K – – –
GG
1655
Gleason Group
Kentucky
$32.4K – – –
PWMG
1656
Private Wealth Management Group
New Jersey
$32.1K +$1.31K +5 +5%
WAS
1657
Winch Advisory Services
Wisconsin
$31.7K +$262 +1 +1%
PWA
1658
Provenance Wealth Advisors
Florida
$30.9K – – –
RWM
1659
Ruedi Wealth Management
Illinois
$30.3K +$262 +1 +1%
CMBA
1660
C.M. Bidwell & Associates
Hawaii
$30K – – –
LB
1661
Legacy Bridge
Iowa
$30K – – –
VWM
1662
Valley Wealth Managers
New Jersey
$30K – – –
SA
1663
Scarborough Advisors
Maryland
$30K +$262 +1 +1%
PSB
1664
Piscataqua Savings Bank
New Hampshire
$30K – – –
SCM
1665
Silvant Capital Management
Georgia
$28.9K – – –
SFC
1666
Strategic Financial Concepts
Texas
$28.9K +$9.62M +36,769 New
FFA
1667
Frazier Financial Advisors
Ohio
$28.5K +$8.89K +34 +56%
PCTC
1668
Perkins Coie Trust Company
Washington
$28.5K – – –
JWA
1669
JFS Wealth Advisors
Pennsylvania
$27.9K -$10.7K -41 -31%
KWAG
1670
Kiely Wealth Advisory Group
North Carolina
$27.7K – – –
HWM
1671
HighMark Wealth Management
Minnesota
$27.2K – – –
GGI
1672
Godsey & Gibb Inc
Virginia
$26.7K +$16K +61 +218%
BIA
1673
Bell Investment Advisors
California
$25.5K -$523 -2 -2%
TCA
1674
Trifecta Capital Advisors
Illinois
$25.2K – – –
CPG
1675
Cornerstone Planning Group
New Jersey
$24.9K +$22.5K +86 +4,300%
65 66
67
68 69