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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2576
City State Bank
Iowa
$87.9K -$24.7K -370 -23%
FFA
2577
Fairfield Financial Advisors
Massachusetts
$85.8K – – –
S
2578
Sachetta
Massachusetts
$83K -$2.67K -40 -3%
PWA
2579
Provenance Wealth Advisors
Florida
$83K – – –
CWP
2580
Concord Wealth Partners
Virginia
$83K +$7.36K +110 +10%
AWM
2581
AllSquare Wealth Management
New York
$81.6K – – –
SIS
2582
Strategic Investment Solutions
Illinois
$78K -$58.2K -870 -44%
MLA
2583
MB, Levis & Associates
Pennsylvania
$76.6K – – –
KSWA
2584
Kathleen S. Wright Associates
Pennsylvania
$73.1K – – –
FCG
2585
Financial Connections Group
California
$73K -$3.34K -50 -5%
CAM
2586
Creekmur Asset Management
Illinois
$72.3K +$2.01K +30 +3%
PIS
2587
POM Investment Strategies
North Carolina
$70.9K -$37.5K -560 -36%
B
2588
Birchbrook
Maine
$70.9K – – –
FCMT
2589
Founders Capital Management (Texas)
Texas
$70.9K – – –
OCM
2590
Osterweis Capital Management
California
$70.9K – – –
TJHA
2591
Thomas J. Herzfeld Advisors
Florida
$70.9K – – –
SHF
2592
Safe Harbor Fiduciary
Florida
$70.9K +$66.9K +1,000 New
PBK
2593
Peoples Bank (Kansas)
Kansas
$70.9K – – –
PP
2594
Pacifica Partners
Canada
$70.2K – – –
VWA
2595
Valued Wealth Advisors
Utah
$69.5K +$20.1K +300 +44%
GWSA
2596
Global Wealth Strategies & Associates
Colorado
$69.5K +$2.67K +40 +4%
BBPWM
2597
Blue Bell Private Wealth Management
Pennsylvania
$69.5K +$13.4K +200 +26%
PWMG
2598
Private Wealth Management Group
New Jersey
$68.1K -$669 -10 -1%
ICM
2599
Islay Capital Management
Texas
$67.4K – – –
TCA
2600
Trifecta Capital Advisors
Illinois
$66K – – –
102 103
104
105 106