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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1201
High Point Wealth Management
New Jersey
$45.5K
CB
1202
CNB Bank
Pennsylvania
$45.1K
NSIM
1203
North Star Investment Management
Illinois
$44.9K -$3.02K -16 -6%
AAG
1204
Armstrong Advisory Group
Massachusetts
$44.7K +$2.83K +15 +6%
CFO
1205
CVA Family Office
Colorado
$44.6K -$1.51K -8 -3%
HIIFS
1206
Harel Insurance Investments & Financial Services
Israel
$44K
AF
1207
Abound Financial
California
$43.9K
CAM
1208
Close Asset Management
United Kingdom
$43K
CBT
1209
CoreFirst Bank & Trust
Kansas
$42.1K
WA
1210
WPG Advisers
Maryland
$41.6K +$8.11K +43 +22%
MCA
1211
McGuire Capital Advisors
Oklahoma
$41.5K +$189 +1 +0.4%
WETS
1212
Wealth Enhancement Trust Services
South Dakota
$39.3K +$33.4K +177 +377%
BHWM
1213
Beaird Harris Wealth Management
Texas
$37K
HNW
1214
High Note Wealth
Minnesota
$36.8K -$27K -143 -41%
UBP
1215
Union Bancaire Privee
Switzerland
$36.2K +$41.9K +222 New
PAI
1216
Pittenger & Anderson Inc
Nebraska
$35.6K
CT
1217
Clearstead Trust
Maine
$35.3K
PF
1218
PlanVest Financial
Maryland
$35.1K
FPF
1219
First Pacific Financial
Washington
$35.1K +$37.7K +200 New
FFA
1220
Frazier Financial Advisors
Ohio
$33K
MWPCG
1221
Measured Wealth Private Client Group
New Hampshire
$33K
JWA
1222
JFS Wealth Advisors
Pennsylvania
$32.8K -$96K -509 -73%
UCB
1223
United Community Bank
South Carolina
$32.8K
TCM
1224
Tradewinds Capital Management
Washington
$31.7K
TFIPS
1225
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.8K