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