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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
2101
Hanson & Doremus Investment Management
Vermont
$76K -$1.3K -8 -2%
CBT
2102
Central Bank & Trust
Kentucky
$75K – – –
IWP
2103
IAG Wealth Partners
Wisconsin
$75K – – –
DWP
2104
Destiny Wealth Partners
Florida
$75K +$83.3K +514 New
AP
2105
Atwood & Palmer
Missouri
$73K – – –
CI
2106
Cordant Inc
Oregon
$73K – – –
EI
2107
Ellevest Inc
New York
$70K – – –
CCM
2108
Carderock Capital Management
Maryland
$70K +$77.4K +478 New
KFS
2109
Kelly Financial Services
Massachusetts
$69.1K – – –
FFC
2110
First Financial Corp
Indiana
$69K – – –
PPWM
2111
PFG Private Wealth Management
Florida
$69K +$76.2K +470 New
JEST
2112
JTC Employer Solutions Trustee
Jersey
$68K +$15.6K +96 +26%
MIFH
2113
Migdal Insurance & Financial Holdings
Israel
$67K -$5.83K -36 -7%
BEI
2114
Benjamin Edwards Inc
Missouri
$66K +$33.4K +206 +84%
CA
2115
Crewe Advisors
Utah
$65K – – –
TF
2116
TimeScale Financial
Massachusetts
$62K +$324 +2 +0.5%
ICM
2117
Islay Capital Management
Texas
$61K – – –
SSC
2118
Syverson Strege & Co
Iowa
$61K +$1.94K +12 +3%
DTIM
2119
Danda Trouve Investment Management
Kansas
$60K – – –
TFGT
2120
TS Financial Group (TSFG)
Illinois
$59K +$3.56K +22 +6%
MIM
2121
Macroview Investment Management
Maryland
$58K – – –
HWMA
2122
Heritage Wealth Management (Arizona)
Arizona
$56K – – –
HFM
2123
Harvest Fund Management
China
$55K – – –
HI
2124
Hoey Investments
Pennsylvania
$55K +$29.2K +180 +91%
MAM
2125
McCarthy Asset Management
California
$51K +$44.9K +277 +385%