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Name Holding Trade Value Shares
Change
Change in
Stake
JMF
2851
Johnson Midwest Financial
Iowa
$18K +$11.6K +790 +184%
AF
2852
Affiance Financial
Minnesota
$17.2K +$17.3K +1,180 New
TLA
2853
Tanglewood Legacy Advisors
Texas
$17K +$17K +1,160 New
HS
2854
Horan Securities
United States
$16.5K +$11.1K +760 +205%
LOIP
2855
Live Oak Investment Partners
Texas
$16.1K
BSB
2856
Bangor Savings Bank
Maine
$15K -$23.5K -1,600 -60%
AAMA
2857
Advanced Asset Management Advisors
Ohio
$14.6K +$14.7K +1,000 New
PS
2858
PayPay Securities
Japan
$14.5K +$14.5K +990 New
T
2859
TOBAM
France
$14K -$28.5K -1,940 -67%
CPFP
2860
Clear Perspectives Financial Planning
Ohio
$12.6K
CP
2861
Castleview Partners
Texas
$12.3K
HC
2862
Hoese & Co
Minnesota
$12K
WOSD
2863
WFA of San Diego
California
$11.7K +$11.7K +800 New
IA
2864
IFS Advisors
Kansas
$11.4K +$9.68K +660 +550%
SC
2865
Schubert & Co
Texas
$10.5K -$880 -60 -8%
CI
2866
Cordant Inc
Oregon
$9.94K
GIS
2867
Grayhawk Investment Strategies
Alberta, Canada
$9.35K
SC
2868
Sawyer & Company
Massachusetts
$9K
PP
2869
Pacifica Partners
Canada
$8.76K -$23.5K -1,600 -72%
MWA
2870
Miller Wealth Advisors
Colorado
$8K
UIA
2871
Ulland Investment Advisors
Minnesota
$8K
FC
2872
Family CFO
California
$7.31K
AFS
2873
Annapolis Financial Services
Maryland
$7.16K -$13.3K -910 -65%
RWM
2874
Ruedi Wealth Management
Illinois
$7.01K +$7.04K +480 New
LIM
2875
Longfellow Investment Management
Massachusetts
$6.28K +$1.17K +80 +23%