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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2601
CoreFirst Bank & Trust
Kansas
$59.1K – – –
GA
2602
GoalVest Advisory
New York
$58.1K -$474K -1,439 -90%
TIM
2603
Tortoise Investment Management
New York
$58.1K -$18.1K -55 -25%
DWMG
2604
DB Wealth Management Group
California
$58.1K – – –
HFS
2605
HBC Financial Services
Washington
$58K – – –
BSB
2606
Bangor Savings Bank
Maine
$58K +$9.54K +29 +21%
BBPWM
2607
Blue Bell Private Wealth Management
Pennsylvania
$54.2K – – –
HI
2608
Hoey Investments
Pennsylvania
$54.2K – – –
RWM
2609
Raffa Wealth Management
District of Columbia
$53.9K -$2.96K -9 -5%
MCA
2610
Maryland Capital Advisors
Maryland
$53.9K – – –
ECM
2611
Estabrook Capital Management
New York
$53.2K – – –
CPFP
2612
Clear Perspectives Financial Planning
Ohio
$52.2K – – –
WI
2613
WJ Interests
Texas
$52.2K +$49.4K +150 New
Q
2614
QVR
California
$50.8K -$278K -844 -85%
SWM
2615
Sugarloaf Wealth Management
Georgia
$48.7K – – –
WSC
2616
Wellington Shields & Co
New York
$48.7K – – –
SC
2617
Schubert & Co
Texas
$46.6K +$25.3K +77 +135%
WAM
2618
WFA Asset Management
Wisconsin
$44.2K – – –
AW
2619
Avion Wealth
Texas
$44K – – –
FCT
2620
First Community Trust
Iowa
$44K – – –
FRA
2621
Front Row Advisors
California
$44K +$3.95K +12 +10%
OCM
2622
Osterweis Capital Management
California
$42.1K -$19.1K -58 -32%
RG
2623
Retirement Group
California
$42K +$39.5K +120 New
SSC
2624
Syverson Strege & Co
Iowa
$41.7K – – –
GFWA
2625
Grey Fox Wealth Advisors
Delaware
$40.7K +$38.5K +117 New