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Name Holding Trade Value Shares
Change
Change in
Stake
BLC
2076
Brown, Lisle/Cummings
Rhode Island
$25K – – –
AFS
2077
Annapolis Financial Services
Maryland
$23.9K – – –
FUBT
2078
First United Bank & Trust
Maryland
$23.6K – – –
MWA
2079
MFA Wealth Advisors
Pennsylvania
$23.5K -$26.6K -339 -56%
RDFA
2080
Ritter Daniher Financial Advisory
Ohio
$23.3K – – –
IHWM
2081
Iron Horse Wealth Management
Iowa
$22.6K -$1.18K -15 -6%
MSFP
2082
Mark Sheptoff Financial Planning
Connecticut
$22.5K – – –
SC
2083
Steph & Co
Wisconsin
$22.5K +$3.84K +49 +24%
PGAM
2084
Princeton Global Asset Management
New Jersey
$22.4K +$78 +1 +0.4%
AWM
2085
Atticus Wealth Management
Florida
$22.4K -$627 -8 -3%
CPA
2086
Capital Performance Advisors
California
$22.2K +$19.7K +251 New
MTC
2087
Matrix Trust Company
Colorado
$22K +$7.45K +95 +62%
RP
2088
Raelipskie Partnership
Ontario, Canada
$21.7K – – –
CHA
2089
Carmichael Hill & Associates
Maryland
$21.5K – – –
UOTTAIMCU
2090
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$21.5K +$19.1K +243 New
HNB
2091
Hilltop National Bank
Wyoming
$21.4K -$70.8K -903 -79%
OA
2092
Operose Advisors
Wisconsin
$21.2K – – –
MSG
2093
Main Street Group
Virginia
$21K +$6.04K +77 +48%
EAM
2094
Eukles Asset Management
Ohio
$19.9K +$157 +2 +0.9%
SIS
2095
Strategic Investment Solutions
Illinois
$19.5K -$104K -1,332 -86%
FFL
2096
Financial Freedom LLC
Ohio
$18.8K -$78 -1 -0.5%
HWM
2097
HighMark Wealth Management
Minnesota
$18.6K +$6.27K +80 +62%
PFG
2098
Peterson Financial Group
Iowa
$17.9K +$15.8K +202 New
TFM
2099
TFC Financial Management
Massachusetts
$17.8K -$10.6K -135 -40%
APW
2100
Acima Private Wealth
Virginia
$17.7K – – –