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Name Holding Trade Value Shares
Change
Change in
Stake
SN
1626
Sittner & Nelson
Oregon
$5.6K – – –
VWA
1627
Valued Wealth Advisors
Utah
$5.6K +$3.4K +70 +179%
PSFG
1628
Park Square Financial Group
Georgia
$5.6K +$5.29K +109 New
RWM
1629
Rialto Wealth Management
New York
$5.4K +$1.8K +37 +54%
RDFA
1630
Ritter Daniher Financial Advisory
Ohio
$5.22K – – –
IAAG
1631
Innovative Asset Advisors Group
Connecticut
$5.17K +$4.85K +100 New
CFG
1632
Clayton Financial Group
Missouri
$5.14K – – –
OPTFSNA
1633
Old Point Trust & Financial Services N A
Virginia
$5.14K – – –
ATC
1634
Adirondack Trust Company
New York
$5.14K -$14.6K -300 -75%
PWMA
1635
Pension & Wealth Management Advisors
Massachusetts
$5.09K -$57K -1,175 -92%
RMC
1636
Resources Management Corp
Connecticut
$5K – – –
1CP
1637
1015 Capital Partners
Pennsylvania
$4.99K +$534 +11 +13%
FRA
1638
Front Row Advisors
California
$4.65K – – –
BC
1639
Barrett & Company
Rhode Island
$4.63K – – –
RWS
1640
Retirement Wealth Solutions
Wisconsin
$4.57K +$2.72K +56 +170%
HCM
1641
Hollencrest Capital Management
California
$4.52K – – –
HNW
1642
High Note Wealth
Minnesota
$4.52K +$291 +6 +7%
BHWM
1643
Beaird Harris Wealth Management
Texas
$4.47K – – –
HWP
1644
Highline Wealth Partners
California
$4.42K +$2.18K +45 +110%
RWM
1645
Raffa Wealth Management
District of Columbia
$4.32K +$534 +11 +15%
LFASL
1646
Lugano Financial Advisors SA (LFA)
Switzerland
$4.11K – – –
CB
1647
Centennial Bank
Arkansas
$3.85K – – –
HFS
1648
Hughes Financial Services
Virginia
$3.85K +$874 +18 +32%
ITIM
1649
Indiana Trust & Investment Management
Indiana
$3.7K – – –
EWM
1650
Evolution Wealth Management
Florida
$3.55K -$4.85K -100 -59%