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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1551
Alerus Financial
North Dakota
$40.9K – – –
PA
1552
Pineridge Advisors
Missouri
$40.2K – – –
A
1553
AlphaQuest
New York
$39.6K -$32.1K -455 -43%
PWMG
1554
Prestige Wealth Management Group
New Jersey
$38.6K – – –
PB
1555
Pinnacle Bancorp
Nebraska
$38.1K -$31.7K -450 -44%
TIM
1556
Tortoise Investment Management
New York
$38K +$282 +4 +0.7%
SA
1557
Strategic Advocates
Utah
$37.9K +$39.8K +565 New
PC
1558
Promus Capital
Illinois
$37.8K – – –
SL
1559
Salomon & Ludwin
Virginia
$37.7K +$21K +298 +121%
TC
1560
Tacita Capital
Ontario, Canada
$37.3K – – –
BCM
1561
Blume Capital Management
California
$36.9K – – –
SFCL
1562
Strengthening Families & Communities LLC
Massachusetts
$36.9K – – –
NFSG
1563
Newbridge Financial Services Group
Florida
$36.5K -$10.2K -144 -21%
DI
1564
DAGCO Inc
Ohio
$36.2K +$35.2K +500 +1,250%
AWM
1565
Abound Wealth Management
Tennessee
$36.2K +$5.43K +77 +17%
API
1566
Asset Planning Inc
California
$36.1K – – –
DAM
1567
Delta Asset Management
Tennessee
$35.7K – – –
TF
1568
Tompkins Financial
New York
$35.5K – – –
TWD
1569
True Wealth Design
Ohio
$35.1K +$27.3K +388 +285%
MFT
1570
Moisand Fitzgerald Tamayo
Florida
$35K -$5.29K -75 -13%
MMG
1571
Monetary Management Group
Missouri
$33.5K – – –
SN
1572
Sittner & Nelson
Oregon
$33.5K – – –
HWA
1573
HHM Wealth Advisors
Tennessee
$33.2K -$2.4K -34 -6%
MFC
1574
Mechanics Financial Corp
Ohio
$33.1K – – –
HIIFS
1575
Harel Insurance Investments & Financial Services
Israel
$33K -$45.1M -640,241 -100%
61 62
63
64 65