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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1126
Intact Investment Management
Quebec, Canada
$75K +$78.5K +1,200 New
CFFP
1127
Center for Financial Planning
Michigan
$71.3K +$981 +15 +1%
CSB
1128
City State Bank
Iowa
$69.7K
OA
1129
Operose Advisors
Wisconsin
$68.7K
DAM
1130
Delta Asset Management
Tennessee
$67.7K
BIA
1131
Bell Investment Advisors
California
$66.1K -$2.16K -33 -3%
OCM
1132
Orion Capital Management
California
$66K
BDPWM
1133
Barnes Dennig Private Wealth Management
Ohio
$65.8K +$4.77K +73 +7%
W
1134
WealthCollab
Washington
$64K
CHC
1135
City Holding Co
West Virginia
$63.4K
HIA
1136
Harbor Investment Advisory
Maryland
$62.5K +$61.5K +941 +1,568%
B
1137
Bayban
Minnesota
$62.5K +$65.4K +1,000 New
MWM
1138
Mascoma Wealth Management
New Hampshire
$62.4K
FFO
1139
Fortitude Family Office
Arizona
$62K -$458 -7 -0.7%
SIS
1140
Strategic Investment Solutions
Illinois
$61.7K +$65 +1 +0.1%
KA
1141
Kozak & Associates
Colorado
$60.8K +$131 +2 +0.2%
FCAS
1142
First Command Advisory Services
Texas
$60.5K +$4.38K +67 +7%
BL
1143
BFSG LLC
California
$57.6K +$52.3K +800 +656%
SGK
1144
Steigerwald Gordon & Koch
Virginia
$57.5K
CBT
1145
CoreFirst Bank & Trust
Kansas
$57.4K -$13.3K -204 -18%
SSG
1146
Summit Securities Group
New York
$56.6K -$9.29K -142 -14%
CSC
1147
Caldwell Sutter Capital
California
$56.2K
PS
1148
Pinney & Scofield
Massachusetts
$54.6K
CT
1149
Clearstead Trust
Maine
$54.3K +$8.17K +125 +17%
TFIPS
1150
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.1K