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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2126
City State Bank
Iowa
$110K – – –
NCTC
2127
New Covenant Trust Company
Indiana
$109K +$118K +1,162 New
PPWM
2128
PFG Private Wealth Management
Florida
$105K +$4.48K +44 +4%
RA
2129
Rise Advisors
New York
$105K +$67.7K +666 +148%
RFS
2130
Richardson Financial Services
Massachusetts
$105K +$1.32K +13 +1%
MBFW
2131
Morton Brown Family Wealth
Pennsylvania
$104K – – –
MAWCM
2132
Mine & Arao Wealth Creation & Management
California
$102K – – –
KA
2133
Kozak & Associates
Colorado
$102K -$2.34K -23 -2%
GAA
2134
Global Assets Advisory
Florida
$102K +$112K +1,102 New
MWA
2135
Miller Wealth Advisors
Colorado
$101K +$305 +3 +0.3%
CWC
2136
Carolinas Wealth Consulting
North Carolina
$101K +$7.12K +70 +7%
ECM
2137
Elgethun Capital Management
South Dakota
$100K – – –
SCM
2138
Silvant Capital Management
Georgia
$98.9K – – –
KFI
2139
Key Financial Inc
Pennsylvania
$95.9K – – –
RAM
2140
Riggs Asset Management
Pennsylvania
$94.6K -$46.9K -461 -31%
CB
2141
Centennial Bank
Arkansas
$94K – – –
FIM
2142
Fernwood Investment Management
Massachusetts
$92.6K +$100K +985 New
NFSG
2143
Newbridge Financial Services Group
Florida
$91.5K -$407 -4 -0.4%
QL
2144
Quarry LP
New York
$91.5K +$65.2K +641 +192%
PP
2145
Pacifica Partners
Canada
$91.5K -$3.76K -37 -4%
PWA
2146
Provenance Wealth Advisors
Florida
$90.8K -$2.75K -27 -3%
EWP
2147
Elevation Wealth Partners
California
$90.3K -$24.2K -238 -20%
JWA
2148
JFS Wealth Advisors
Pennsylvania
$89.6K -$7.12K -70 -7%
TCM
2149
Tradewinds Capital Management
Washington
$89.4K +$407 +4 +0.4%
MFG
2150
Mendota Financial Group
Wisconsin
$88.8K -$47.2K -464 -33%
84 85
86
87 88