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Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1801
Country Trust Bank
Illinois
$12.6K – – –
EWM
1802
Evolution Wealth Management
Florida
$12.2K +$12.2K +76 New
BFS
1803
Bare Financial Services
Pennsylvania
$11.8K +$963 +6 +9%
RWM
1804
Raffa Wealth Management
District of Columbia
$11.8K +$4.66K +29 +66%
DJSG
1805
D.J. St. Germain
Massachusetts
$11.6K +$11.6K +72 New
M
1806
MOTCO
Texas
$11.4K -$4.01K -25 -26%
OPTFSNA
1807
Old Point Trust & Financial Services N A
Virginia
$11.4K +$11.4K +71 New
1IA
1808
1620 Investment Advisors
Massachusetts
$11.3K – – –
CFFP
1809
Center for Financial Planning
Michigan
$11.3K – – –
VNA
1810
Valley National Advisers
Pennsylvania
$11K -$161 -1 -1%
KG
1811
Kilter Group
New York
$10.8K -$161 -1 -1%
HWM
1812
HighMark Wealth Management
Minnesota
$10.8K -$4.82K -30 -31%
CWM
1813
Cranbrook Wealth Management
Michigan
$10.6K – – –
OC
1814
Optima Capital
Oregon
$10.5K +$10.4K +65 New
MAFA
1815
MJT & Associates Financial Advisory
Minnesota
$10.1K – – –
RF
1816
Roxbury Financial
New Jersey
$10.1K -$963 -6 -9%
EPG
1817
Estate Planners Group
Pennsylvania
$9.66K +$9.63K +60 New
AAG
1818
Armstrong Advisory Group
Massachusetts
$9.18K -$5.3K -33 -37%
BMC
1819
Bear Mountain Capital
Washington
$8.27K -$321 -2 -4%
MTIC
1820
Missouri Trust & Investment Company
Missouri
$8.05K – – –
1CP
1821
1015 Capital Partners
Pennsylvania
$8.05K +$8.03K +50 New
AF
1822
Abound Financial
California
$8.05K +$8.03K +50 New
NWMP
1823
Noble Wealth Management PBC
Colorado
$8.05K +$8.03K +50 New
PCTC
1824
Perkins Coie Trust Company
Washington
$8.05K – – –
WB
1825
Webster Bank
Connecticut
$7.89K – – –
71 72
73
74 75