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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1676
City State Bank
Iowa
$1.34K +$1.26K +26 New
NL
1677
NVWM LLC
Pennsylvania
$1.29K – – –
MWM
1678
Mascoma Wealth Management
New Hampshire
$1.23K – – –
UCB
1679
United Community Bank
South Carolina
$1.13K -$9.51K -196 -90%
TWM
1680
TopTier Wealth Management
Wisconsin
$1.13K +$1.07K +22 New
IAS
1681
IMA Advisory Services
Colorado
$1.13K +$1.07K +22 New
WSA
1682
Wealth Science Advisors
Georgia
$1.11K +$1.41K +29 New
GPFA
1683
Game Plan Financial Advisors
Ohio
$1.03K – – –
SFG
1684
Strive Financial Group
Indiana
$1K +$485 +10 New
RJA
1685
Ross\Johnson & Associates
Minnesota
$976 -$97 -2 -10%
BONH
1686
Bank of New Hampshire
New Hampshire
$822 +$777 +16 New
BMC
1687
Bear Mountain Capital
Washington
$731 – – –
NL
1688
NorthAvenue LLC
Ohio
$720 – – –
CW
1689
Curio Wealth
Maryland
$719 +$680 +14 New
LWM
1690
Lodestone Wealth Management
Washington
$668 – – –
GJIA
1691
Glass Jacobson Investment Advisors
Maryland
$566 +$534 +11 New
DF
1692
DecisionPoint Financial
Arizona
$514 – – –
T
1693
Tidemark
California
$463 +$437 +9 New
WBC
1694
West Branch Capital
Massachusetts
$360 – – –
NF
1695
Napier Financial
Massachusetts
$257 +$243 +5 New
NWS
1696
Nvest Wealth Strategies
Ohio
$257 +$243 +5 New
Walleye Capital
1697
Walleye Capital
New York
$206 -$7.36M -151,537 -100%
KA
1698
Kozak & Associates
Colorado
$148 – – –
LAS
1699
Lloyd Advisory Services
Georgia
$44 -$39.4K -812 -100%
KFG
1700
Kingdom Financial Group
Arizona
$44 – – –