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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1851
Hoese & Co
Minnesota
$41.9K – – –
PFSC
1852
Peoples Financial Services Corp
Pennsylvania
$41.9K – – –
HDIM
1853
Hanson & Doremus Investment Management
Vermont
$41K +$11.4K +25 +34%
MSWA
1854
Marshall & Sterling Wealth Advisors
New York
$40.9K +$44.7K +98 New
RFG
1855
REAP Financial Group
Texas
$40.7K – – –
KA
1856
Kozak & Associates
Colorado
$40.1K +$12.3K +27 +39%
OPTFSNA
1857
Old Point Trust & Financial Services N A
Virginia
$39.8K – – –
CWM
1858
CarsonAllaria Wealth Management
Illinois
$39K +$456 +1 +1%
AWM
1859
Abound Wealth Management
Tennessee
$38K +$2.73K +6 +7%
PWA
1860
Primoris Wealth Advisors
Florida
$37.7K +$41K +90 New
CAWM
1861
Capital A Wealth Management
Pennsylvania
$37.3K +$40.6K +89 New
DWM
1862
Darwin Wealth Management
Florida
$37K +$24.2K +53 +151%
HBW
1863
Hazlett, Burt & Watson
West Virginia
$37K – – –
SIC
1864
SJS Investment Consulting
Ohio
$36.5K -$15K -33 -28%
PP
1865
Pingora Partners
Wyoming
$35.6K -$7.75K -17 -17%
LWANC
1866
Laurel Wealth Advisors (North Carolina)
North Carolina
$35.6K – – –
NAAA
1867
New Age Alpha Advisors
New York
$35.6K +$10K +22 +35%
JSAM
1868
J. Safra Asset Management
New York
$35.1K -$5.01K -11 -12%
MIM
1869
Manitou Investment Management
Ontario, Canada
$34.3K – – –
RWS
1870
Retirement Wealth Solutions
Wisconsin
$34K +$37.4K +82 New
VWA
1871
Valued Wealth Advisors
Utah
$33.9K +$456 +1 +1%
DF
1872
Dunhill Financial
United Kingdom
$33.9K +$36.9K +81 New
NFSG
1873
Newbridge Financial Services Group
Florida
$33.2K – – –
JFA
1874
JNBA Financial Advisors
Minnesota
$33.1K – – –
PFG
1875
Putney Financial Group
California
$31.4K +$34.2K +75 New
73 74
75
76 77