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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1651
Cornerstone Planning Group
New Jersey
$41.6K +$15.3K +196 +42%
HDIM
1652
Hanson & Doremus Investment Management
Vermont
$41K +$11.7K +150 +32%
MAM
1653
Meeder Asset Management
Ohio
$39.4K -$132K -1,699 -74%
PA
1654
Pineridge Advisors
Missouri
$39.1K – – –
PWMG
1655
Prestige Wealth Management Group
New Jersey
$37.6K – – –
WPA
1656
West Paces Advisors
Georgia
$37K – – –
PC
1657
Promus Capital
Illinois
$36.7K – – –
TC
1658
Tacita Capital
Ontario, Canada
$36.3K – – –
MFT
1659
Moisand Fitzgerald Tamayo
Florida
$36K +$234 +3 +0.5%
TF
1660
Tompkins Financial
New York
$36K -$2.65K -34 -6%
BCM
1661
Blume Capital Management
California
$35.9K -$15.6K -200 -27%
SFCL
1662
Strengthening Families & Communities LLC
Massachusetts
$35.6K – – –
API
1663
Asset Planning Inc
California
$35.1K – – –
DAM
1664
Delta Asset Management
Tennessee
$34.8K – – –
CA
1665
Crewe Advisors
Utah
$34.6K +$38.7K +497 +1,462%
HWA
1666
HHM Wealth Advisors
Tennessee
$34.5K – – –
SIS
1667
Strategic Investment Solutions
Illinois
$34.3K -$31.5K -405 -44%
TIM
1668
Tortoise Investment Management
New York
$33.6K – – –
MFC
1669
Mechanics Financial Corp
Ohio
$33.5K – – –
AAG
1670
Armstrong Advisory Group
Massachusetts
$33.1K – – –
MMG
1671
Monetary Management Group
Missouri
$32.6K – – –
SN
1672
Sittner & Nelson
Oregon
$32.6K – – –
LFA
1673
LGT Financial Advisors
Texas
$32.6K +$38.9K +500 New
MMCM
1674
Murphy & Mullick Capital Management
New York
$32.6K – – –
BOJHT
1675
Bank of Jackson Hole Trust
Wyoming
$32.3K -$2.42K -31 -6%
65 66
67
68 69