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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1801
Cassady Schiller Wealth Management
Ohio
$39.6K – – –
MIM
1802
Manitou Investment Management
Ontario, Canada
$39.1K – – –
VWA
1803
Valued Wealth Advisors
Utah
$38.1K +$1.37K +3 +4%
CAL
1804
Capital Analysts LLC
Pennsylvania
$38K +$21.4K +47 +138%
NFSG
1805
Newbridge Financial Services Group
Florida
$37.8K – – –
JFA
1806
JNBA Financial Advisors
Minnesota
$37.7K -$5.93K -13 -14%
HDIM
1807
Hanson & Doremus Investment Management
Vermont
$35K – – –
KA
1808
Kozak & Associates
Colorado
$33.9K +$31.9K +70 New
AFS
1809
Annapolis Financial Services
Maryland
$33.4K +$456 +1 +1%
DMKJ
1810
David M. Knott Jr
$33K – – –
IAIM
1811
Industrial Alliance Investment Management
Quebec, Canada
$32K -$35.1K -77 -53%
GA
1812
GoalVest Advisory
New York
$31K – – –
NAAA
1813
New Age Alpha Advisors
New York
$30K +$19.2K +42 +200%
CJ
1814
Caitlin John
Michigan
$29.5K -$1.82K -4 -6%
LI
1815
Louisbourg Investments
New Brunswick, Canada
$28.6K – – –
W
1816
WealthCollab
Washington
$28.6K – – –
CCA
1817
Criterion Capital Advisors
Tennessee
$27.2K – – –
FPF
1818
First Pacific Financial
Washington
$27.2K -$3.65K -8 -12%
VNA
1819
Valley National Advisers
Pennsylvania
$27K -$127K -279 -82%
SVCP
1820
Silicon Valley Capital Partners
California
$26.7K – – –
OC
1821
Oarsman Capital
Wisconsin
$26.7K +$25.6K +56 New
AW
1822
Avion Wealth
Texas
$26K +$4.56K +10 +22%
First Eagle Investment Management
1823
First Eagle Investment Management
New York
$25.3K – – –
CFS
1824
CGC Financial Services
Oregon
$23.7K – – –
PCM
1825
Perritt Capital Management
Illinois
$23.7K +$456 +1 +2%