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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1801
Prosperity Bancshares
Texas
$76.2K +$4.51K +13 +6%
PWAM
1802
Private Wealth Asset Management
Iowa
$74.8K -$347 -1 -0.5%
WAG
1803
Wilkerson Advisory Group
Missouri
$74.4K +$37.5K +108 +107%
LC
1804
Lavaca Capital
Texas
$73.7K +$71.9K +207 New
OW
1805
Olistico Wealth
Oklahoma
$73K – – –
IPS
1806
Investors Portfolio Services
Washington
$72.1K +$347 +1 +0.5%
ASCM
1807
Adkins Seale Capital Management
Louisiana
$71.9K – – –
WSC
1808
Wellington Shields & Co
New York
$71.2K -$69.4K -200 -50%
AEPWM
1809
Atlantic Edge Private Wealth Management
Florida
$71.2K – – –
MFC
1810
Mechanics Financial Corp
Ohio
$71.2K – – –
OPTFSNA
1811
Old Point Trust & Financial Services N A
Virginia
$71.2K – – –
SMBT
1812
Southern Michigan Bank & Trust
Michigan
$71.2K +$69.4K +200 New
PB
1813
Pinnacle Bancorp
Nebraska
$70.9K +$42K +121 +155%
MCM
1814
Manchester Capital Management
Vermont
$68.7K -$1.04K -3 -2%
BWM
1815
Bullock Wealth Management
Indiana
$68.7K -$1.74K -5 -3%
CFD
1816
Creative Financial Designs
Indiana
$67.9K -$43.7K -126 -40%
MAM
1817
Morse Asset Management
Connecticut
$67.7K -$3.47K -10 -5%
EI
1818
EFG International
$65.5K +$30.9K +89 +94%
BGAI
1819
Bruce G. Allen Investments
Colorado
$64.8K -$347 -1 -0.5%
PG
1820
Proffitt & Goodson
Tennessee
$64.5K – – –
BIM
1821
Bullseye Investment Management
Ohio
$62.3K – – –
MO
1822
McMillan Office
Michigan
$62.3K – – –
TPWA
1823
Twin Peaks Wealth Advisors
California
$61.4K +$59.7K +172 New
CPG
1824
Cornerstone Planning Group
New Jersey
$61.1K +$5.9K +17 +11%
SEP
1825
Signature Equity Partners
Ohio
$59.3K +$347 +1 +0.6%
71 72
73
74 75