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Name Holding Trade Value Shares
Change
Change in
Stake
FPB
4951
First PREMIER Bank
South Dakota
$109K – – –
KCM
4952
Key Capital Management
Tennessee
$109K +$6.73K +11 +6%
DCM
4953
Davis Capital Management
Florida
$106K +$87.4K +143 +318%
WFA
4954
West Financial Advisors
Iowa
$104K – – –
HA
4955
Hyposwiss Advisors
$100K – – –
FCMT
4956
Founders Capital Management (Texas)
Texas
$99.7K – – –
GJIA
4957
Glass Jacobson Investment Advisors
Maryland
$99.1K -$123K -201 -53%
RWS
4958
Retirement Wealth Solutions
Wisconsin
$98K -$4.89K -8 -4%
IWP
4959
IAG Wealth Partners
Wisconsin
$97.4K -$11.6K -19 -10%
CTWM
4960
Cherry Tree Wealth Management
Minnesota
$97.2K – – –
SA
4961
Seneschal Advisors
Washington
$96.3K – – –
SR
4962
Syntax Research
Florida
$95.8K – – –
PFG
4963
Premier Financial Group
California
$95.8K +$104K +170 New
BC
4964
Bayforest Capital
United Kingdom
$92.9K +$101K +165 New
CW
4965
CrossGen Wealth
North Carolina
$92.7K -$228K -373 -69%
HIA
4966
Highland Investment Advisors
Florida
$92.4K +$100K +164 New
MS
4967
Monetary Solutions
Ohio
$90.1K +$45.9K +75 +88%
HIA
4968
HFM Investment Advisors
New Jersey
$87.9K +$25.1K +41 +36%
OSNBOA
4969
Old Second National Bank of Aurora
Illinois
$85.6K -$24.5K -40 -21%
HC
4970
Hara Capital
Washington
$85.6K +$92.9K +152 New
3FI
4971
3 Factor Indexing
California
$85.1K – – –
MSFP
4972
Mark Sheptoff Financial Planning
Connecticut
$84.5K +$39.7K +65 +76%
HWM
4973
HighMark Wealth Management
Minnesota
$83.8K -$21.4K -35 -19%
DF
4974
Downshift Financial
Colorado
$78.9K +$85.6K +140 New
DCM
4975
Disciplina Capital Management
Tennessee
$78.6K +$611 +1 +0.7%