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Name Holding Trade Value Shares
Change
Change in
Stake
KB
1951
Kimelman & Baird
New York
$17.4K – – –
TIM
1952
Tortoise Investment Management
New York
$17.3K – – –
MSWM
1953
Mowery & Schoenfeld Wealth Management
Illinois
$17.2K +$7.02K +321 +74%
FPF
1954
First Pacific Financial
Washington
$16.7K +$4.38K +200 +37%
RMP
1955
Richards, Merrill & Peterson
Washington
$16.2K -$27K -1,236 -63%
BA
1956
Bellwether Advisors
Nebraska
$16.2K – – –
PK
1957
Pflug Koory
Nebraska
$16.1K – – –
AWM
1958
Abound Wealth Management
Tennessee
$15.5K -$3.28K -150 -18%
CTWM
1959
Cherry Tree Wealth Management
Minnesota
$15.4K – – –
PSFG
1960
Park Square Financial Group
Georgia
$15.2K -$175 -8 -1%
GWP
1961
Gen-Wealth Partners
Michigan
$15.1K – – –
RWM
1962
Raffa Wealth Management
District of Columbia
$15.1K – – –
CPG
1963
Cornerstone Planning Group
New Jersey
$14.6K +$7.37K +337 +90%
KSB
1964
Kennebec Savings Bank
Maine
$14.2K +$13.7K +625 New
CJH
1965
Christopher J. Hasenberg
Wisconsin
$14.1K – – –
NSG
1966
Nalls Sherbakoff Group
Tennessee
$13.8K +$13.3K +606 New
SSA
1967
SSA Swiss Advisors
$13.6K +$13.1K +600 New
PS
1968
PayPay Securities
Japan
$13.2K +$7.81K +357 +159%
IBOK
1969
Independence Bank of Kentucky
Kentucky
$12.7K -$232K -10,596 -95%
CAM
1970
Chesapeake Asset Management
New York
$12.4K +$656 +30 +6%
SAS
1971
Spurstone Advisory Services
Connecticut
$12.2K – – –
ME
1972
McIlrath & Eck
Washington
$12.2K -$3.74K -171 -24%
DF
1973
DecisionPoint Financial
Arizona
$12.1K – – –
CWM
1974
CarsonAllaria Wealth Management
Illinois
$12K -$43.3K -1,980 -79%
CH
1975
Cromwell Holdings
Wyoming
$11.6K -$210K -9,578 -95%