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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1326
Patten & Patten
Tennessee
$204K -$27.9K -520 -11%
DW30
1327
Drucker Wealth 3.0
New Jersey
$203K +$11.3K +211 +5%
AFPL
1328
Advus Financial Partners, LLC
Florida
$203K +$3.11K +58 +1%
JTWM
1329
Jackson Thornton Wealth Management
Alabama
$202K +$233K +4,350 New
PI
1330
Pettee Investors
Connecticut
$202K -$5.36K -100 -2%
BG
1331
Bollard Group
Massachusetts
$196K +$1.29K +24 +0.6%
PWPS
1332
Pinnacle Wealth Planning Services
Ohio
$194K -$11.2K -209 -5%
OL
1333
OneFund LLC
Florida
$189K -$1.82K -34 -0.8%
CB
1334
CNB Bank
Pennsylvania
$189K -$429 -8 -0.2%
TCOV
1335
Trust Company of Vermont
Vermont
$189K +$218K +4,070 New
CA
1336
Continuum Advisory
Idaho
$183K +$211K +3,939 New
CIM
1337
Contravisory Investment Management
Massachusetts
$180K -$18.1K -337 -8%
NB
1338
NBH Bank
Colorado
$176K +$203K +3,786 New
FPB
1339
First PREMIER Bank
South Dakota
$175K -$2.95K -55 -1%
BW
1340
Basepoint Wealth
Iowa
$175K +$482 +9 +0.2%
T2I
1341
Turim 21 Investimentos
Brazil
$173K
FDP
1342
Financiere des Professionnels
Quebec, Canada
$172K
CFO
1343
CVA Family Office
Colorado
$168K +$5.14K +96 +3%
SR
1344
Swiss Re
Switzerland
$167K +$130K +2,423 +207%
LFG
1345
Larson Financial Group
Missouri
$167K -$40.4K -753 -17%
PFSC
1346
Peoples Financial Services Corp
Pennsylvania
$164K +$10.7K +200 +6%
HIIFS
1347
Harel Insurance Investments & Financial Services
Israel
$163K -$188K -3,500 -50%
B
1348
Bellecapital
Switzerland
$163K +$188K +3,500 New
SIC
1349
Salem Investment Counselors
North Carolina
$163K -$9.11K -170 -5%
KFA
1350
Kelleher Financial Advisors
New York
$162K +$80.2K +1,496 +76%