Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1301
Newbridge Financial Services Group
Florida
$44.7K -$15.8K -75 -26%
AA
1302
Addison Advisors
Vermont
$44.3K +$32.1K +152 +249%
BHWM
1303
Beaird Harris Wealth Management
Texas
$43.8K – – –
WAU
1304
Wellington-Altus USA
Manitoba, Canada
$43.2K – – –
PAI
1305
Pittenger & Anderson Inc
Nebraska
$42.2K – – –
CT
1306
Clearstead Trust
Maine
$41.8K -$28K -133 -40%
PF
1307
PlanVest Financial
Maryland
$41.6K +$42.2K +200 New
TPWA
1308
Twin Peaks Wealth Advisors
California
$41.4K +$42K +199 New
WA
1309
WPG Advisers
Maryland
$40.3K – – –
FFA
1310
Frazier Financial Advisors
Ohio
$39.1K – – –
MWPCG
1311
Measured Wealth Private Client Group
New Hampshire
$39.1K – – –
UCB
1312
United Community Bank
South Carolina
$38.9K -$220K -1,043 -85%
GWSA
1313
Global Wealth Strategies & Associates
Colorado
$38K +$38.6K +183 New
TCM
1314
Tradewinds Capital Management
Washington
$37.5K – – –
TFIPS
1315
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.3K – – –
TCOT
1316
Trust Company of Toledo
Ohio
$34.7K – – –
ITIM
1317
Indiana Trust & Investment Management
Indiana
$34.3K – – –
MCM
1318
Manchester Capital Management
Vermont
$34.3K – – –
FA
1319
Financial Avengers
California
$32K -$1.48K -7 -4%
PMFA
1320
Plante Moran Financial Advisors
Michigan
$31.2K -$31.6K -150 -50%
FMII
1321
Farmers & Merchants Investments Inc
Nebraska
$31.2K – – –
API
1322
Asset Planning Inc
California
$29.8K – – –
SIC
1323
SJS Investment Consulting
Ohio
$29.3K +$422 +2 +1%
BSB
1324
Bangor Savings Bank
Maine
$28.7K – – –
CPG
1325
Cornerstone Planning Group
New Jersey
$26.7K +$2.74K +13 +10%