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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1201
Pinney & Scofield
Massachusetts
$13.5K +$45 +1 +0.3%
TBFA
1202
Three Bearings Fiduciary Advisors
New Hampshire
$13.3K +$45 +1 +0.3%
AW
1203
Avion Wealth
Texas
$13K -$5.37K -118 -27%
HFM
1204
Hartford Financial Management
Connecticut
$13K – – –
SC
1205
Stance Capital
Massachusetts
$12.9K -$4.5K -99 -25%
MCA
1206
McGuire Capital Advisors
Oklahoma
$12.9K +$4.32K +95 +47%
DCM
1207
Disciplina Capital Management
Tennessee
$12.8K +$45 +1 +0.3%
ISS
1208
Intesa Sanpaolo SpA.
Italy
$12.7K -$578K -12,700 -98%
TCM
1209
Tradewinds Capital Management
Washington
$12.5K – – –
CFM
1210
Cornerstone Financial Management
Massachusetts
$12.5K +$5.59K +123 +74%
PAM
1211
Paradigm Asset Management
New York
$12.3K – – –
MB
1212
MidFirst Bank
Oklahoma
$12.2K -$7.73K -170 -38%
KFAS
1213
Keating Financial Advisory Services
Kansas
$12.1K -$7.37K -162 -37%
SGFG
1214
Silver Grove Financial Group
New York
$11.7K +$12.3K +271 New
FMB
1215
Field & Main Bank
Kentucky
$11.7K – – –
PS
1216
Planning Strategies
Pennsylvania
$11.6K +$12.2K +269 New
WA
1217
WPG Advisers
Maryland
$11.4K -$318 -7 -3%
MS
1218
Monetary Solutions
Ohio
$11.3K – – –
TFGT
1219
TS Financial Group (TSFG)
Illinois
$11K -$9.14K -201 -45%
CB
1220
Community Bank
New York
$10.8K – – –
PPC
1221
Park Place Capital
Alabama
$10.6K +$3K +66 +37%
PFG
1222
Premier Financial Group
California
$9.93K +$10.5K +230 New
FC
1223
Financial Consulate
Maryland
$9.89K -$5.23K -115 -33%
SC
1224
Swan Capital
Florida
$9.8K – – –
BFPW
1225
BOK Financial Private Wealth
Colorado
$9.8K +$8.19K +180 +383%