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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
3451
Ares Financial Consulting
California
$80.3K – – –
SN
3452
Sittner & Nelson
Oregon
$79.6K – – –
ECM
3453
Estabrook Capital Management
New York
$78.6K -$1.99K -4 -3%
OM
3454
OV Management
Minnesota
$77.6K – – –
CGA
3455
Compound Global Advisors
Washington
$77K -$49.9K -100 -40%
PP
3456
Paladin Partners
Wisconsin
$77K +$74.8K +150 New
IW
3457
Imprint Wealth
South Carolina
$76.5K -$499 -1 -0.7%
OAJ
3458
Ogorek Anthony Joseph
New York
$75K -$499 -1 -0.7%
KG
3459
Kilter Group
New York
$74K -$1.5K -3 -2%
HHGA
3460
Halbert Hargrove Global Advisors
California
$71.5K +$7.48K +15 +12%
SFAM
3461
Sawyer Falduto Asset Management
Illinois
$69.8K – – –
MSG
3462
Main Street Group
Virginia
$69.7K – – –
FMTCOCP
3463
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K -$15K -30 -19%
PF
3464
PlanVest Financial
Maryland
$67.3K – – –
MUMSS
3465
Mitsubishi UFJ Morgan Stanley Securities
Japan
$66.3K -$122K -245 -66%
SNBOSD
3466
Security National Bank of So Dak
Iowa
$66.3K +$64.3K +129 New
WCM
3467
Winthrop Capital Management
Indiana
$66K – – –
MWM
3468
Mascoma Wealth Management
New Hampshire
$65.7K +$997 +2 +2%
SW
3469
StrongBox Wealth
Missouri
$65.7K +$63.8K +128 New
Q1WB
3470
Quest 10 Wealth Builders
Virginia
$65.7K +$997 +2 +2%
PWM
3471
Peck Wealth Management
New York
$64.2K – – –
EP
3472
Essential Partners
California
$64.2K +$23.9K +48 +62%
DF
3473
Downshift Financial
Colorado
$62.3K +$60.3K +121 New
VWA
3474
Valued Wealth Advisors
Utah
$60.7K -$27.9K -56 -32%
AIS
3475
Advocate Investing Services
Maryland
$60.6K – – –