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Name Holding Trade Value Shares
Change
Change in
Stake
BG
976
Bollard Group
Massachusetts
$39K +$412 +8 +1%
CSB
977
City State Bank
Iowa
$39K +$40.2K +780 New
WWM
978
Wolff Wiese Magana
California
$38K -$15K -291 -27%
SWM
979
Selective Wealth Management
Virginia
$38K
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$37K -$590K -11,450 -94%
HWA
981
HHM Wealth Advisors
Tennessee
$37K +$3.14K +61 +9%
SWA
982
Sutton Wealth Advisors
Florida
$36.7K -$5.26K -102 -12%
GGI
983
Godsey & Gibb Inc
Virginia
$36K +$37.4K +726 New
PCM
984
Penserra Capital Management
California
$35K +$37.1K +720 New
FPFS
985
First Personal Financial Services
North Carolina
$33K -$10.8K -210 -24%
CFO
986
CVA Family Office
Colorado
$33K
FWM
987
Focused Wealth Management
New York
$32K +$258 +5 +0.8%
FSWA
988
Financial Synergies Wealth Advisors
Texas
$31K +$16.6K +323 +108%
IFAM
989
Institutional & Family Asset Management
Colorado
$31K +$1.55K +30 +5%
SFO
990
Standard Family Office
South Dakota
$31K +$32.5K +630 New
BLC
991
Brown, Lisle/Cummings
Rhode Island
$30.3K
OSNBOA
992
Old Second National Bank of Aurora
Illinois
$30K
TWA
993
TCI Wealth Advisors
Arizona
$27K -$2.58K -50 -8%
BWM
994
BerganKDV Wealth Management
Minnesota
$27K
TCM
995
TD Capital Management
Tennessee
$27K +$28.3K +550 New
FMTCOCP
996
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
JFGIW
997
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$12.3K +238 +85%
FCB
998
First Command Bank
Texas
$25K -$4.02K -78 -13%
FCFS
999
First Command Financial Services
Texas
$25K -$4.02K -78 -13%
Allspring Global Investments
1000
Allspring Global Investments
North Carolina
$25K