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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
2601
Fourth Dimension Wealth
Ohio
$73.7K +$11.7K +502 +20%
CFS
2602
CGC Financial Services
Oregon
$73.5K -$2.05K -88 -3%
BC
2603
Bayforest Capital
United Kingdom
$72.8K +$44.3K +1,901 +172%
CM
2604
Castleark Management
Illinois
$72K
AF
2605
Alerus Financial
North Dakota
$70.9K +$68.2K +2,923 New
KPP
2606
Kings Path Partners
Texas
$69.1K
HWM
2607
Hemington Wealth Management
Virginia
$69K -$7.56K -324 -10%
MWM
2608
Mascoma Wealth Management
New Hampshire
$68.6K -$39.2K -1,683 -37%
B
2609
Birchbrook
Maine
$67.7K
TC
2610
Tacita Capital
Ontario, Canada
$66.8K +$42K +1,800 +188%
TCM
2611
TruNorth Capital Management
Michigan
$66.1K -$51.7K -2,216 -45%
LD
2612
Lipe & Dalton
New York
$64K
FAI
2613
Fiduciary Advisors Inc
Missouri
$64K +$1.05K +45 +2%
CCMI
2614
Creative Capital Management Investments
California
$61.8K +$863 +37 +1%
SNB
2615
Security National Bank
Nebraska
$61.1K +$4.2K +180 +8%
PC
2616
Promus Capital
Illinois
$60.6K
SFCL
2617
Strengthening Families & Communities LLC
Massachusetts
$60.1K +$49.6K +2,126 +871%
TLA
2618
Tanglewood Legacy Advisors
Texas
$58.5K -$3.4K -146 -6%
CIR
2619
Clear Investment Research
Georgia
$58K
HIM
2620
Hillsdale Investment Management
Ontario, Canada
$57.7K
CIAS
2621
CBIZ Investment Advisory Services
Ohio
$54.8K +$31.6K +1,354 +149%
HC
2622
Hara Capital
Washington
$54.2K +$70 +3 +0.1%
CWM
2623
Crowley Wealth Management
Delaware
$54K
HC
2624
Hurley Capital
New York
$53.9K +$18.7K +801 +56%
SC
2625
Stephens Consulting
Michigan
$53.6K -$5.69K -244 -10%