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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1201
Valley National Advisers
Pennsylvania
$40K -$3.08K -37 -7%
TFGT
1202
TS Financial Group (TSFG)
Illinois
$40K – – –
PB
1203
Pinnacle Bancorp
Nebraska
$39.5K – – –
CIA
1204
Cape Investment Advisory
Georgia
$38.2K -$40.8K -490 -51%
OC
1205
Oarsman Capital
Wisconsin
$37.4K – – –
SIM
1206
Studio Investment Management
Illinois
$37.2K – – –
C
1207
Covestor
United Kingdom
$37K +$5.49K +66 +17%
BCMLT
1208
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.8K – – –
CNBTD
1209
Citizens National Bank Trust Department
Mississippi
$36.8K – – –
VFA
1210
Values First Advisors
Tennessee
$35.5K +$36.1K +434 New
CT
1211
Coastline Trust
Rhode Island
$35.2K – – –
RWPA
1212
Richard W. Paul & Associates
Michigan
$35K – – –
HWM
1213
Hemington Wealth Management
Virginia
$35K +$7.99K +96 +28%
WTA
1214
Washington Trust Advisors
Massachusetts
$35K +$3.83K +46 +12%
GK
1215
Graney & King
New York
$34.5K +$35K +421 New
LJHT
1216
Laurie J. Hall Trustee
$34K – – –
FNWA
1217
Financial Network Wealth Advisors
Utah
$33.7K -$34.3K -412 -50%
RWS
1218
Retirement Wealth Solutions
Wisconsin
$32.1K +$33.2K +399 New
SO
1219
Sierra Ocean
California
$31.7K +$32.2K +387 New
LWA
1220
Lowe Wealth Advisors
Maryland
$31.5K – – –
QL
1221
Quarry LP
New York
$31.1K +$31.6K +380 New
PWA
1222
Physician Wealth Advisors
Utah
$30.9K +$31.5K +378 New
AW
1223
Avion Wealth
Texas
$30K +$499 +6 +2%
PP
1224
PFS Partners
New Jersey
$29.5K +$83 +1 +0.3%
DFA
1225
DHJJ Financial Advisors
Illinois
$29.4K – – –