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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1426
Fourth Dimension Wealth
Ohio
$106K +$108K +1,053 New
PPA
1427
Painted Porch Advisors
California
$105K – – –
SL
1428
Salomon & Ludwin
Virginia
$105K – – –
CSB
1429
City State Bank
Iowa
$104K +$55.2K +540 +108%
CTWM
1430
Cherry Tree Wealth Management
Minnesota
$103K – – –
SC
1431
SouthState Corp
Florida
$102K +$13.9K +136 +15%
PAM
1432
Parvin Asset Management
South Dakota
$102K +$103K +1,011 New
FA
1433
Fedenia Advisers
Wisconsin
$101K +$103K +1,005 New
GPI
1434
General Partner Inc
Pennsylvania
$100K – – –
MWM
1435
Mascoma Wealth Management
New Hampshire
$100K – – –
PAI
1436
Pittenger & Anderson Inc
Nebraska
$100K +$102K +1,000 New
PP
1437
PrairieView Partners
Minnesota
$100K – – –
PGAM
1438
Princeton Global Asset Management
New Jersey
$97.6K – – –
CFO
1439
CVA Family Office
Colorado
$97.6K +$16.1K +157 +19%
WSCM
1440
Wellington Shields Capital Management
New York
$96.9K -$85.2K -833 -46%
SCM
1441
Silvant Capital Management
Georgia
$95.7K – – –
SIC
1442
SJS Investment Consulting
Ohio
$94.7K – – –
LIS
1443
Legacy Investment Solutions
Idaho
$94.6K -$7.67K -75 -7%
LWMI
1444
Legacy Wealth Management (Idaho)
Idaho
$94.6K -$7.67K -75 -7%
HWA
1445
Heritage Wealth Advisors
Virginia
$94.5K -$614 -6 -0.6%
EBA
1446
Eagle Bay Advisors
New York
$92.8K – – –
O
1447
Ossiam
France
$91.4K +$36.7K +359 +65%
BGAI
1448
Bruce G. Allen Investments
Colorado
$85.7K -$205 -2 -0.2%
APW
1449
Atlantic Private Wealth
North Carolina
$85.3K – – –
AG
1450
AmeriFlex Group
Nevada
$83.3K +$87.7K +857 New