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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1251
SouthState Corp
Florida
$5K – – –
SC
1252
Schubert & Co
Texas
$5K +$1.88K +48 +70%
CAGAS
1253
Capital Advisory Group Advisory Services
Minnesota
$5K +$4.51K +115 New
GKIM
1254
GW&K Investment Management
Massachusetts
$5K +$4.82K +123 New
CM
1255
Cornerstone Management
Georgia
$4.13K +$3.92K +100 New
NSB
1256
Norway Savings Bank
Maine
$4K -$5.88K -150 -60%
RMC
1257
Resources Management Corp
Connecticut
$4K -$980 -25 -20%
TSWM
1258
Tyler-Stone Wealth Management
Ohio
$4K – – –
BAM
1259
Bellevue Asset Management
Washington
$4K +$39 +1 +1%
KFS
1260
Kelly Financial Services
Massachusetts
$3.59K -$1.37K -35 -29%
FEG
1261
Financial Enhancement Group
Indiana
$3K – – –
FBT
1262
First Bank & Trust
South Dakota
$3K – – –
LWA
1263
Lenox Wealth Advisors
New York
$3K +$2.19K +56 +373%
PAG
1264
Paladin Advisory Group
Iowa
$3K +$3.61K +92 New
GFPC
1265
Global Financial Private Client
Florida
$2.17K – – –
WPA
1266
West Paces Advisors
Georgia
$2.07K -$1.57K -40 -44%
PMFA
1267
Plante Moran Financial Advisors
Michigan
$2K -$13.4K -342 -90%
BHWM
1268
Beaird Harris Wealth Management
Texas
$2K – – –
IHWM
1269
Iron Horse Wealth Management
Iowa
$2K – – –
PCTC
1270
Perkins Coie Trust Company
Washington
$2K – – –
RCM
1271
Raleigh Capital Management
North Carolina
$2K +$1.49K +38 New
OSNBOA
1272
Old Second National Bank of Aurora
Illinois
$2K +$1.65K +42 New
MSFP
1273
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.96K +50 New
HH
1274
HWG Holdings
Texas
$2K +$2.16K +55 New
MA
1275
MCF Advisors
Kentucky
$2K +$2.19K +56 New