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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1651
Duncker Streett & Co
Missouri
$35.7K – – –
BFP
1652
Briaud Financial Planning
Texas
$35K – – –
VNA
1653
Valley National Advisers
Pennsylvania
$35K +$1.31K +5 +4%
MWM
1654
Mascoma Wealth Management
New Hampshire
$33K -$18.3K -70 -39%
CTWM
1655
Cherry Tree Wealth Management
Minnesota
$32.7K – – –
GG
1656
Gleason Group
Kentucky
$32.4K – – –
PWMG
1657
Private Wealth Management Group
New Jersey
$32.1K +$1.31K +5 +5%
WAS
1658
Winch Advisory Services
Wisconsin
$31.7K +$262 +1 +1%
PWA
1659
Provenance Wealth Advisors
Florida
$30.9K – – –
RWM
1660
Ruedi Wealth Management
Illinois
$30.3K +$262 +1 +1%
CMBA
1661
C.M. Bidwell & Associates
Hawaii
$30K – – –
LB
1662
Legacy Bridge
Iowa
$30K – – –
VWM
1663
Valley Wealth Managers
New Jersey
$30K – – –
SA
1664
Scarborough Advisors
Maryland
$30K +$262 +1 +1%
PSB
1665
Piscataqua Savings Bank
New Hampshire
$30K – – –
SCM
1666
Silvant Capital Management
Georgia
$28.9K – – –
SFC
1667
Strategic Financial Concepts
Texas
$28.9K +$25.1K +96 New
FFA
1668
Frazier Financial Advisors
Ohio
$28.5K +$8.89K +34 +56%
PCTC
1669
Perkins Coie Trust Company
Washington
$28.5K – – –
JWA
1670
JFS Wealth Advisors
Pennsylvania
$27.9K -$10.7K -41 -31%
KWAG
1671
Kiely Wealth Advisory Group
North Carolina
$27.7K – – –
HWM
1672
HighMark Wealth Management
Minnesota
$27.2K – – –
GGI
1673
Godsey & Gibb Inc
Virginia
$26.7K +$16K +61 +218%
BIA
1674
Bell Investment Advisors
California
$25.5K -$523 -2 -2%
TCA
1675
Trifecta Capital Advisors
Illinois
$25.2K – – –