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Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
3276
Morton Brown Family Wealth
Pennsylvania
$86.1K -$3.61K -14 -5%
SSG
3277
Summit Securities Group
New York
$85.2K +$74.5K +289 New
PSFG
3278
Park Square Financial Group
Georgia
$84.9K +$18.3K +71 +33%
MSWM
3279
Mowery & Schoenfeld Wealth Management
Illinois
$84.4K -$56.4K -219 -43%
MIM
3280
Manitou Investment Management
Ontario, Canada
$82.5K – – –
PWM
3281
Parkworth Wealth Management
California
$80.2K +$3.61K +14 +5%
T
3282
Tidemark
California
$79.9K – – –
MC
3283
Montag & Caldwell
Georgia
$79.6K – – –
CVM
3284
Cheviot Value Management
California
$79.5K – – –
SPF
3285
South Plains Financial
Texas
$78.4K – – –
HBW
3286
Hazlett, Burt & Watson
West Virginia
$77K +$11.9K +46 +21%
TTIC
3287
Tower Trust & Investment Company
Iowa
$76.9K – – –
APW
3288
Atlantic Private Wealth
North Carolina
$76.4K +$2.32K +9 +4%
GK
3289
Graney & King
New York
$71.6K – – –
HFS
3290
Hughes Financial Services
Virginia
$70.6K -$15.7K -61 -18%
MAFA
3291
MJT & Associates Financial Advisory
Minnesota
$68.4K -$9.28K -36 -13%
TC
3292
Tacita Capital
Ontario, Canada
$68.4K – – –
RTL
3293
Red Tortoise LLC
Georgia
$67.7K +$1.03K +4 +2%
CB
3294
Centennial Bank
Arkansas
$66.9K -$79.4K -308 -58%
RWM
3295
RMG Wealth Management
Wisconsin
$66.4K +$59.8K +232 New
T
3296
TOBAM
France
$65K +$56.4K +219 New
GG
3297
Gleason Group
Kentucky
$64.9K +$258 +1 +0.5%
PC
3298
Promus Capital
Illinois
$64.9K – – –
RF
3299
Robbins Farley
New Hampshire
$64K -$773 -3 -1%
SC
3300
Steph & Co
Wisconsin
$61K – – –