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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Abound Wealth Management
Tennessee
$75.8K – – –
Intact Investment Management
1127
Intact Investment Management
Quebec, Canada
$75K +$78.5K +1,200 New
CFFP
1128
Center for Financial Planning
Michigan
$71.3K +$981 +15 +1%
CSB
1129
City State Bank
Iowa
$69.7K – – –
OA
1130
Operose Advisors
Wisconsin
$68.7K – – –
DAM
1131
Delta Asset Management
Tennessee
$67.7K – – –
BIA
1132
Bell Investment Advisors
California
$66.1K -$2.16K -33 -3%
OCM
1133
Orion Capital Management
California
$66K – – –
BDPWM
1134
Barnes Dennig Private Wealth Management
Ohio
$65.8K +$4.77K +73 +7%
W
1135
WealthCollab
Washington
$64K – – –
CHC
1136
City Holding Co
West Virginia
$63.4K – – –
HIA
1137
Harbor Investment Advisory
Maryland
$62.5K +$61.5K +941 +1,568%
B
1138
Bayban
Minnesota
$62.5K +$65.4K +1,000 New
MWM
1139
Mascoma Wealth Management
New Hampshire
$62.4K – – –
FFO
1140
Fortitude Family Office
Arizona
$62K -$458 -7 -0.7%
SIS
1141
Strategic Investment Solutions
Illinois
$61.7K +$65 +1 +0.1%
KA
1142
Kozak & Associates
Colorado
$60.8K +$131 +2 +0.2%
First Command Advisory Services
1143
First Command Advisory Services
Texas
$60.5K +$4.38K +67 +7%
BL
1144
BFSG LLC
California
$57.6K +$52.3K +800 +656%
SGK
1145
Steigerwald Gordon & Koch
Virginia
$57.5K – – –
CBT
1146
CoreFirst Bank & Trust
Kansas
$57.4K -$13.3K -204 -18%
SSG
1147
Summit Securities Group
New York
$56.6K -$9.29K -142 -14%
CSC
1148
Caldwell Sutter Capital
California
$56.2K – – –
PS
1149
Pinney & Scofield
Massachusetts
$54.6K – – –
CT
1150
Clearstead Trust
Maine
$54.3K +$8.17K +125 +17%