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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1101
Private Trust Company
Ohio
$274K -$63.5K -1,220 -21%
JSW
1102
Journey Strategic Wealth
New Jersey
$272K -$13.5K -260 -5%
NF
1103
Nikulski Financial
Iowa
$270K -$82.2K -1,580 -25%
PP
1104
PDS Planning
Ohio
$269K
IFU
1105
iSAM Funds (UK)
United Kingdom
$269K +$240K +4,620 New
MCM
1106
Monument Capital Management
Virginia
$265K +$6.77K +130 +3%
AA
1107
AlphaMark Advisors
Kentucky
$265K -$2.08K -40 -0.9%
TPWA
1108
Twin Peaks Wealth Advisors
California
$264K +$237K +4,550 New
BAM
1109
Bellevue Asset Management
Washington
$264K
DMBA
1110
Deseret Mutual Benefit Administrators
Utah
$263K -$80.2K -1,540 -25%
TIA
1111
Traphagen Investment Advisors
New Jersey
$262K
PPWP
1112
Premier Path Wealth Partners
New Jersey
$261K +$234K +4,490 New
OPA
1113
Old Port Advisors
Maine
$260K +$3.64K +70 +2%
OWA
1114
Outlook Wealth Advisors
Texas
$260K +$233K +4,470 New
MCWA
1115
Meadow Creek Wealth Advisors
Georgia
$259K +$232K +4,460 New
KP
1116
Keel Point
Alabama
$258K +$232K +4,450 New
T
1117
TOBAM
France
$256K +$118K +2,260 +105%
QFA
1118
Quantum Financial Advisors
California
$255K
GWM
1119
Greenwich Wealth Management
Connecticut
$255K -$164K -3,160 -42%
VSQM
1120
V-Square Quantitative Management
Illinois
$255K -$2.6K -50 -1%
FP
1121
Foundry Partners
Minnesota
$252K +$225K +4,330 New
CMI
1122
Clare Market Investments
Texas
$250K +$224K +4,300 New
MHIC
1123
Marble Harbor Investment Counsel
Massachusetts
$250K +$224K +4,300 New
ICP
1124
Interchange Capital Partners
Pennsylvania
$249K -$164K -3,150 -43%
C
1125
Certuity
Florida
$248K -$26K -500 -11%