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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1601
Avion Wealth
Texas
$79K – – –
CSB
1602
City State Bank
Iowa
$77.9K -$7.79K -100 -8%
AFS
1603
Anderson Financial Strategies
Ohio
$76.1K +$90.8K +1,166 New
FP
1604
Financial Perspectives
Minnesota
$73K -$779 -10 -0.9%
CNBT
1605
Cornerstone National Bank & Trust
Illinois
$72.4K – – –
FWA
1606
Flagship Wealth Advisors
Massachusetts
$72.2K – – –
TWD
1607
True Wealth Design
Ohio
$72.1K +$4.21K +54 +5%
GEA
1608
Glen Eagle Advisors
New Jersey
$70.3K -$1.71K -22 -2%
TFIPS
1609
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.2K +$17.1K +220 +26%
DJSG
1610
D.J. St. Germain
Massachusetts
$69.1K – – –
NSIM
1611
North Star Investment Management
Illinois
$68.8K -$15.6K -200 -16%
PB
1612
Pinnacle Bancorp
Nebraska
$68.4K -$61K -783 -43%
T
1613
Transce3nd
Texas
$66.4K +$7.4K +95 +10%
MHIP
1614
Mountain Hill Investment Partners
New Jersey
$65.8K +$7.79K +100 +11%
FFWM
1615
Future Financial Wealth Management
Ohio
$65.3K +$7.79K +100 +11%
BCM
1616
Birch Capital Management
Texas
$64.6K – – –
RWM
1617
Raffa Wealth Management
District of Columbia
$64K -$32.9K -422 -30%
Optiver Holding
1618
Optiver Holding
Netherlands
$63.5K -$3.4M -43,649 -98%
WF
1619
Wayfinding Financial
Washington
$63K +$76.2K +978 New
SWA
1620
SOA Wealth Advisors
New York
$62.2K -$26.9K -345 -27%
CAL
1621
Capital Advisors Ltd
Ohio
$62K +$2.8K +36 +4%
GSWM
1622
Golden State Wealth Management
California
$62K +$4.21K +54 +6%
CFFP
1623
Center for Financial Planning
Michigan
$61.8K – – –
TCM
1624
Tradewinds Capital Management
Washington
$61.7K +$4.36K +56 +6%
HFM
1625
Hartford Financial Management
Connecticut
$61.4K – – –