Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
3201
Clear Perspectives Financial Planning
Ohio
$23.9K – – –
GM
3202
GeoWealth Management
Illinois
$23K -$468K -21,640 -96%
IA
3203
IFS Advisors
Kansas
$21.7K – – –
CH
3204
Canton Hathaway
Rhode Island
$21K -$144K -6,650 -90%
OBWP
3205
O'Brien Wealth Partners
Massachusetts
$20.3K +$15.8K +730 New
PS
3206
PayPay Securities
Japan
$20K -$5.84K -270 -27%
CCA
3207
Cadent Capital Advisors
Oklahoma
$19.8K +$15.4K +710 New
CI
3208
Cordant Inc
Oregon
$18.9K – – –
TCPG
3209
Trivant Custom Portfolio Group
California
$18.9K +$14.7K +680 New
CQS
3210
Credential Qtrade Securities
$17.2K +$13.4K +620 New
HC
3211
Hoese & Co
Minnesota
$16.7K – – –
UIA
3212
Ulland Investment Advisors
Minnesota
$15K – – –
AFS
3213
Annapolis Financial Services
Maryland
$13.6K – – –
RWM
3214
Ruedi Wealth Management
Illinois
$13.3K – – –
GKIM
3215
GW&K Investment Management
Massachusetts
$12K +$9.31K +430 New
LIM
3216
Longfellow Investment Management
Massachusetts
$11.9K – – –
KIG
3217
Kessler Investment Group
Indiana
$11.4K – – –
PP
3218
PFS Partners
New Jersey
$11.1K – – –
CWA
3219
Carolina Wealth Advisors
South Carolina
$11.1K – – –
IWP
3220
IAG Wealth Partners
Wisconsin
$11.1K +$8.66K +400 New
KM
3221
Kalos Management
Georgia
$11.1K +$8.66K +400 New
PCTC
3222
Perkins Coie Trust Company
Washington
$11.1K – – –
LG
3223
LAM Group
Oregon
$8.89K – – –
TH
3224
TCTC Holdings
Texas
$8.33K +$6.49K +300 New
GG
3225
Gleason Group
Kentucky
$7.79K – – –