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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1726
Atlantic Edge Private Wealth Management
Florida
$62.6K
MFC
1727
Mechanics Financial Corp
Ohio
$62.6K
OPTFSNA
1728
Old Point Trust & Financial Services N A
Virginia
$62.6K
SMBT
1729
Southern Michigan Bank & Trust
Michigan
$62.6K
WSC
1730
Wellington Shields & Co
New York
$62.6K
PB
1731
Pinnacle Bancorp
Nebraska
$62.3K
TIAA Trust, National Association
1732
TIAA Trust, National Association
North Carolina
$61.7K -$48.7K -134 -40%
MCM
1733
Manchester Capital Management
Vermont
$60.1K -$363 -1 -0.5%
BWM
1734
Bullock Wealth Management
Indiana
$60K +$69.4K +191 New
CFD
1735
Creative Financial Designs
Indiana
$59.8K
MAM
1736
Morse Asset Management
Connecticut
$59.5K
BGAI
1737
Bruce G. Allen Investments
Colorado
$57K
PG
1738
Proffitt & Goodson
Tennessee
$56.7K
SGFG
1739
Silver Grove Financial Group
New York
$56.7K +$65.8K +181 New
CPG
1740
Cornerstone Planning Group
New Jersey
$56.2K +$2.18K +6 +4%
MO
1741
McMillan Office
Michigan
$54.8K
WA
1742
WPG Advisers
Maryland
$52.6K +$727 +2 +1%
APFP
1743
Action Point Financial Planning
Michigan
$52.4K +$62.5K +172 New
SEP
1744
Signature Equity Partners
Ohio
$52.1K
AF
1745
Abound Financial
California
$50.5K
S
1746
Sachetta
Massachusetts
$47.8K +$2.54K +7 +5%
IWP
1747
IAG Wealth Partners
Wisconsin
$47.6K
OCWP
1748
Owl Creek Wealth Partners
Colorado
$47.3K +$1.82K +5 +3%
SFC
1749
Swisher Financial Concepts
Ohio
$47K -$189K -520 -78%
BAM
1750
Byrne Asset Management
New Jersey
$47K