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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1051
High Note Wealth
Minnesota
$7.22K +$574 +2 +9%
OAJ
1052
Ogorek Anthony Joseph
New York
$7K +$861 +3 +13%
RWM
1053
Raffa Wealth Management
District of Columbia
$6.64K +$1.72K +6 +35%
BFS
1054
Bare Financial Services
Pennsylvania
$6.36K – – –
NSIM
1055
North Star Investment Management
Illinois
$6.36K +$574 +2 +10%
BDPWM
1056
Barnes Dennig Private Wealth Management
Ohio
$6.07K – – –
Q1WB
1057
Quest 10 Wealth Builders
Virginia
$6.07K – – –
CT
1058
Clearstead Trust
Maine
$5.78K – – –
DIP
1059
DT Investment Partners
Pennsylvania
$5.78K – – –
AF
1060
Alerus Financial
North Dakota
$5.49K – – –
IWM
1061
IMG Wealth Management
Florida
$5.2K – – –
CHC
1062
City Holding Co
West Virginia
$5.2K +$5.17K +18 New
MSG
1063
Main Street Group
Virginia
$5.01K – – –
WWM
1064
Wolff Wiese Magana
California
$4.91K – – –
AIM
1065
Anchor Investment Management
South Carolina
$4.91K – – –
AWM
1066
Abound Wealth Management
Tennessee
$4.68K – – –
CIAS
1067
CBIZ Investment Advisory Services
Ohio
$4.62K +$2.87K +10 +167%
MAFA
1068
MJT & Associates Financial Advisory
Minnesota
$4.33K – – –
KG
1069
Kilter Group
New York
$4.33K +$2.58K +9 +150%
MAM
1070
Marquette Asset Management
Minnesota
$4.33K +$4.3K +15 New
RFP
1071
Root Financial Partners
California
$4.33K +$4.3K +15 New
SAM
1072
Strive Asset Management
Ohio
$4.33K +$4.3K +15 New
HFS
1073
Hughes Financial Services
Virginia
$3.82K +$574 +2 +17%
DF
1074
Dunhill Financial
United Kingdom
$3.76K – – –
RTL
1075
Red Tortoise LLC
Georgia
$3.75K – – –
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