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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2076
Cornerstone Planning Group
New Jersey
$70.8K +$15.4K +163 +32%
BSC
2077
Brown Shipley & Co
United Kingdom
$70.1K – – –
PWS
2078
Peterson Wealth Services
Utah
$69.3K -$2.74K -29 -4%
AT
2079
Arlington Trust
Alabama
$68.9K +$27.5K +291 +61%
PWA
2080
Physician Wealth Advisors
Utah
$68.2K -$224K -2,366 -76%
ACA
2081
American Capital Advisory
Idaho
$67.1K +$1.61K +17 +2%
BW
2082
Basepoint Wealth
Iowa
$66.4K +$284 +3 +0.4%
KTC
2083
Kentucky Trust Company
Kentucky
$65.7K +$284 +3 +0.4%
GAA
2084
Global Assets Advisory
Florida
$64.1K +$67.7K +716 New
EI
2085
EFG International
$63K -$1.48M -15,634 -96%
HBW
2086
Hazlett, Burt & Watson
West Virginia
$62K +$95 +1 +0.1%
HPWM
2087
High Point Wealth Management
New Jersey
$61.7K – – –
KFP
2088
Kerr Financial Planning
California
$61.5K +$1.7K +18 +3%
MWC
2089
MBM Wealth Consultants
Missouri
$61.5K +$64.9K +686 New
1IA
2090
1620 Investment Advisors
Massachusetts
$60.5K – – –
APW
2091
Aventura Private Wealth
Florida
$60.2K +$95 +1 +0.1%
MFP
2092
Meramec Financial Planners
Missouri
$59.2K – – –
AWM
2093
Abound Wealth Management
Tennessee
$56.4K +$7.19K +76 +14%
PCFFS
2094
Pacific Center for Financial Services
California
$54.7K -$2.08K -22 -3%
HIMS
2095
Hager Investment Management Services
New Hampshire
$54K -$662 -7 -1%
AF
2096
Align Financial
Minnesota
$53.8K -$4.73M -50,009 -99%
HRC
2097
Hoertkorn Richard Charles
$53.8K -$33.1K -350 -37%
TIM
2098
Thompson Investment Management
Wisconsin
$53.6K -$67.5K -714 -54%
SGFG
2099
Silver Grove Financial Group
New York
$53.4K +$56.4K +596 New
BC
2100
Barrett & Company
Rhode Island
$53.3K +$473 +5 +0.8%
82 83
84
85 86