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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1676
CNB Bank
Pennsylvania
$41.6K – – –
DF
1677
DecisionPoint Financial
Arizona
$41.6K – – –
S
1678
Sachetta
Massachusetts
$40.6K – – –
RF
1679
Roxbury Financial
New Jersey
$40.5K -$1.31K -5 -3%
GWSA
1680
Global Wealth Strategies & Associates
Colorado
$40.4K +$26.3K +100 +250%
FC
1681
Family CFO
California
$40.2K +$36.5K +139 New
CMP
1682
Coston McIsaac & Partners
Maine
$40K – – –
BFPW
1683
BOK Financial Private Wealth
Colorado
$38.6K +$26.5K +101 +316%
LB
1684
Legacy Bridge
Iowa
$38.4K +$8.67K +33 +33%
UIC
1685
Uniplan Investment Counsel
Wisconsin
$36.1K +$32.8K +125 New
TFG
1686
Team Financial Group
California
$35.7K – – –
FPF
1687
First Pacific Financial
Washington
$35.5K +$263 +1 +0.8%
PFO
1688
Pioneer Family Office
Florida
$34.7K +$31.5K +120 New
ISWM
1689
Intesa Sanpaolo Wealth Management
$33.2K +$30.2K +115 New
GG
1690
Gleason Group
Kentucky
$32.3K +$263 +1 +0.9%
BIA
1691
Bell Investment Advisors
California
$31.8K +$6.57K +25 +29%
GJIA
1692
Glass Jacobson Investment Advisors
Maryland
$30.9K – – –
CP
1693
Camelot Portfolios
Ohio
$30.9K +$28.1K +107 New
OP
1694
ORG Partners
Indiana
$30.3K +$9.19K +35 +50%
FC
1695
Financial Consulate
Maryland
$29.6K +$1.58K +6 +6%
CTWM
1696
Cherry Tree Wealth Management
Minnesota
$29.5K – – –
WAG
1697
Wilkerson Advisory Group
Missouri
$29.1K +$26.5K +101 New
OAJ
1698
Ogorek Anthony Joseph
New York
$29K +$1.05K +4 +4%
UIA
1699
Ulland Investment Advisors
Minnesota
$29K +$26.3K +100 New
BOTPPF
1700
Board of the Pension Protection Fund
United Kingdom
$28.9K -$158K -600 -86%