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Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
1101
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.2K – – –
TCOT
1102
Trust Company of Toledo
Ohio
$46.4K -$6.07K -93 -10%
GP
1103
Guardian Partners
Canada
$44.4K +$52.2K +800 New
AFC
1104
Ares Financial Consulting
California
$44.3K – – –
MSG
1105
Main Street Group
Virginia
$44K -$979 -15 -2%
Bank Julius Baer & Co
1106
Bank Julius Baer & Co
Switzerland
$43.9K – – –
CA
1107
Continuum Advisory
Idaho
$43.6K -$545K -8,348 -91%
MB
1108
MidFirst Bank
Oklahoma
$42.3K -$6.52K -100 -12%
PWA
1109
Physician Wealth Advisors
Utah
$41.9K +$20.9K +321 +74%
TC
1110
Tacita Capital
Ontario, Canada
$41.6K – – –
SIC
1111
Salem Investment Counselors
North Carolina
$41.1K – – –
KFI
1112
Key Financial Inc
Pennsylvania
$40.5K – – –
APFP
1113
Action Point Financial Planning
Michigan
$39.5K +$46.5K +713 New
HNW
1114
High Note Wealth
Minnesota
$37.4K – – –
MWA
1115
Medallion Wealth Advisors
Connecticut
$36.8K +$24.9K +381 +76%
PB
1116
Prosperity Bancshares
Texas
$36K +$587 +9 +1%
EWM
1117
Evolution Wealth Management
Florida
$35.9K +$6.59K +101 +18%
SC
1118
Stance Capital
Massachusetts
$35.6K +$19.2K +295 +85%
TAP
1119
Tounjian Advisory Partners
Florida
$35.1K +$41.3K +633 New
CBT
1120
Crews Bank & Trust
Florida
$35.1K – – –
VWA
1121
Valued Wealth Advisors
Utah
$35.1K -$14.2K -218 -26%
HHCP
1122
Hilton Head Capital Partners
South Carolina
$35K – – –
SC
1123
SouthState Corp
Florida
$34.7K +$1.04K +16 +3%
RCM
1124
Raleigh Capital Management
North Carolina
$34.5K +$196 +3 +0.5%
CTWM
1125
Cherry Tree Wealth Management
Minnesota
$34.3K -$13.4K -206 -25%