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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Private Trust Company
Ohio
$2.95K -$20.2K -753 -88%
CT
527
Caldwell Trust
Florida
$2.95K – – –
CFS
528
CGC Financial Services
Oregon
$2.95K – – –
CSB
529
City State Bank
Iowa
$2.95K – – –
CFB
530
Cullen/Frost Bankers
Texas
$2.95K – – –
DJSG
531
D.J. St. Germain
Massachusetts
$2.95K – – –
VR
532
Vision Retirement
New Jersey
$2.95K – – –
APFP
533
Action Point Financial Planning
Michigan
$2.78K +$2.58K +96 New
CTWM
534
Cherry Tree Wealth Management
Minnesota
$2.72K – – –
CFFP
535
Center for Financial Planning
Michigan
$2.6K – – –
TCOT
536
Trust Company of Toledo
Ohio
$2.48K – – –
EWM
537
Evermay Wealth Management
Virginia
$2.36K – – –
FC
538
Financial Consulate
Maryland
$2.25K – – –
PWA
539
Physician Wealth Advisors
Utah
$2.16K – – –
AG
540
AmeriFlex Group
Nevada
$2.13K +$1.83K +68 +1,700%
BGAI
541
Bruce G. Allen Investments
Colorado
$2.01K +$430 +16 +31%
CI
542
CX Institutional
Indiana
$2K – – –
TCOV
543
Trust Company of Vermont
Vermont
$1.95K +$1.77K +66 New
CSC
544
Caldwell Sutter Capital
California
$1.92K – – –
GJIA
545
Glass Jacobson Investment Advisors
Maryland
$1.77K – – –
KFI
546
Key Financial Inc
Pennsylvania
$1.65K – – –
BW
547
Basepoint Wealth
Iowa
$1.58K +$27 +1 +2%
CBT
548
Crews Bank & Trust
Florida
$1.48K – – –
CCMI
549
Creative Capital Management Investments
California
$1.45K +$1.18K +44 +880%
KG
550
Kilter Group
New York
$1.21K – – –