Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2601
Centricity Wealth Management
Ohio
$74K +$373 +16 +0.5%
FDW
2602
Fourth Dimension Wealth
Ohio
$73.7K +$11.7K +502 +20%
CFS
2603
CGC Financial Services
Oregon
$73.5K -$2.05K -88 -3%
BC
2604
Bayforest Capital
United Kingdom
$72.8K +$44.3K +1,901 +172%
CM
2605
Castleark Management
Illinois
$72K – – –
AF
2606
Alerus Financial
North Dakota
$70.9K +$68.2K +2,923 New
KPP
2607
Kings Path Partners
Texas
$69.1K – – –
HWM
2608
Hemington Wealth Management
Virginia
$69K -$7.56K -324 -10%
MWM
2609
Mascoma Wealth Management
New Hampshire
$68.6K -$39.2K -1,683 -37%
B
2610
Birchbrook
Maine
$67.7K – – –
TC
2611
Tacita Capital
Ontario, Canada
$66.8K +$42K +1,800 +188%
TCM
2612
TruNorth Capital Management
Michigan
$66.1K -$51.7K -2,216 -45%
LD
2613
Lipe & Dalton
New York
$64K – – –
FAI
2614
Fiduciary Advisors Inc
Missouri
$64K +$1.05K +45 +2%
CCMI
2615
Creative Capital Management Investments
California
$61.8K +$863 +37 +1%
SNB
2616
Security National Bank
Nebraska
$61.1K +$4.2K +180 +8%
PC
2617
Promus Capital
Illinois
$60.6K – – –
SFCL
2618
Strengthening Families & Communities LLC
Massachusetts
$60.1K +$49.6K +2,126 +871%
TLA
2619
Tanglewood Legacy Advisors
Texas
$58.5K -$3.4K -146 -6%
CIR
2620
Clear Investment Research
Georgia
$58K – – –
HIM
2621
Hillsdale Investment Management
Ontario, Canada
$57.7K – – –
CIAS
2622
CBIZ Investment Advisory Services
Ohio
$54.8K +$31.6K +1,354 +149%
HC
2623
Hara Capital
Washington
$54.2K +$70 +3 +0.1%
CWM
2624
Crowley Wealth Management
Delaware
$54K – – –
HC
2625
Hurley Capital
New York
$53.9K +$18.7K +801 +56%