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Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
2351
Security National Bank
Nebraska
$6.84K +$7.26K +75 New
IMC
2352
Investment Management Corporation
Virginia
$6.69K +$7.06K +73 New
WBC
2353
West Branch Capital
Massachusetts
$6.48K +$5.22K +54 +318%
MSFP
2354
Mark Sheptoff Financial Planning
Connecticut
$6.3K – – –
SC
2355
Steph & Co
Wisconsin
$6.11K – – –
1L
2356
10Elms LLP
Oklahoma
$6.11K +$6.48K +67 New
TFM
2357
TFC Financial Management
Massachusetts
$5.95K – – –
DPW
2358
DiNuzzo Private Wealth
Pennsylvania
$5.93K +$774 +8 +14%
CPL
2359
Capital & Planning LLC
Georgia
$5.84K +$6.19K +64 New
PCWA
2360
Pacific Capital Wealth Advisors
California
$5.57K – – –
RWM
2361
Ruedi Wealth Management
Illinois
$5.47K – – –
WCM
2362
Westend Capital Management
California
$5.11K – – –
HB
2363
Horizon Bancorp
Indiana
$5K – – –
CFS
2364
Compass Financial Services
Iowa
$4.96K +$5.22K +54 New
CAM
2365
Chesapeake Asset Management
New York
$4.75K -$558K -5,764 -99%
TCM
2366
Tributary Capital Management
Nebraska
$4.75K – – –
MAM
2367
Morse Asset Management
Connecticut
$4.66K – – –
TWM
2368
TLW Wealth Management
Florida
$4.65K -$3.96M -40,951 -100%
JFG
2369
JDM Financial Group
Texas
$4.56K -$774 -8 -14%
AEPWM
2370
Atlantic Edge Private Wealth Management
Florida
$4.56K – – –
BWM
2371
Bernard Wealth Management
Michigan
$4.56K +$4.84K +50 New
IAG
2372
Innovative Advisory Group
Massachusetts
$4.56K +$4.84K +50 New
HFM
2373
Hartford Financial Management
Connecticut
$3.83K – – –
FIM
2374
FWL Investment Management
Texas
$3.65K -$12.6K -130 -76%
CAM
2375
Creekmur Asset Management
Illinois
$3.65K -$3.48K -36 -47%
93 94
95
96 97