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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
2226
City State Bank
Iowa
$127K – – –
MBFW
2227
Morton Brown Family Wealth
Pennsylvania
$120K – – –
RFS
2228
Richardson Financial Services
Massachusetts
$119K +$118K +1,099 New
MAWCM
2229
Mine & Arao Wealth Creation & Management
California
$118K – – –
Elgethun Capital Management
2230
Elgethun Capital Management
South Dakota
$118K – – –
PP
2231
Pacifica Partners
Canada
$117K – – –
PPWM
2232
PFG Private Wealth Management
Florida
$117K +$88.3K +822 +326%
MWA
2233
Miller Wealth Advisors
Colorado
$116K +$322 +3 +0.3%
KA
2234
Kozak & Associates
Colorado
$116K -$397K -3,690 -76%
EWP
2235
Elevation Wealth Partners
California
$115K +$61.8K +575 +92%
SCM
2236
Silvant Capital Management
Georgia
$114K – – –
JFS Wealth Advisors
2237
JFS Wealth Advisors
Pennsylvania
$111K +$28.7K +267 +35%
Key Financial Inc
2238
Key Financial Inc
Pennsylvania
$111K – – –
CWC
2239
Carolinas Wealth Consulting
North Carolina
$109K – – –
CB
2240
Centennial Bank
Arkansas
$109K – – –
Provenance Wealth Advisors
2241
Provenance Wealth Advisors
Florida
$108K +$17K +158 +19%
Newbridge Financial Services Group
2242
Newbridge Financial Services Group
Florida
$106K -$4.41K -41 -4%
BGAI
2243
Bruce G. Allen Investments
Colorado
$106K +$105K +973 New
Hanson & Doremus Investment Management
2244
Hanson & Doremus Investment Management
Vermont
$103K +$645 +6 +0.6%
TCM
2245
Tradewinds Capital Management
Washington
$103K +$322 +3 +0.3%
Delta Asset Management
2246
Delta Asset Management
Tennessee
$102K +$430 +4 +0.4%
FBC
2247
Fairfield, Bush & Co
Connecticut
$98.9K +$97.9K +911 New
SIS
2248
Strategic Investment Solutions
Illinois
$98K -$849K -7,904 -90%
J. Safra Asset Management
2249
J. Safra Asset Management
New York
$95.9K +$10.9K +101 +13%
FP
2250
Financial Perspectives
Minnesota
$95.8K +$430 +4 +0.5%