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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1326
Basecamp Wealth Advisors
Washington
$85.3K +$88.1K +1,158 New
FPF
1327
First Pacific Financial
Washington
$85.1K +$5.1K +67 +6%
SIA
1328
Sit Investment Associates
Minnesota
$85K
ATC
1329
Adirondack Trust Company
New York
$83.4K
PWPS
1330
Pinnacle Wealth Planning Services
Ohio
$82.7K +$85.4K +1,122 New
CSB
1331
City State Bank
Iowa
$82.5K +$304 +4 +0.4%
CNBTD
1332
Citizens National Bank Trust Department
Mississippi
$82.5K
RF
1333
Rossby Financial
Florida
$82.5K +$12.9K +169 +18%
SIM
1334
Sentry Investment Management
Wisconsin
$82K
QC
1335
Quent Capital
New York
$80.4K +$1.9K +25 +2%
SC
1336
SouthState Corp
Florida
$80.1K -$1.75K -23 -2%
AF
1337
Alerus Financial
North Dakota
$80K
HFS
1338
Hantz Financial Services
Michigan
$80K +$24K +316 +41%
WWA
1339
Wealth Watch Advisors
Colorado
$77.7K +$14.5K +191 +22%
TAM
1340
Tucker Asset Management
Colorado
$77.7K +$80.2K +1,054 New
JFA
1341
JNBA Financial Advisors
Minnesota
$74.9K
BHWM
1342
Bay Harbor Wealth Management
Maryland
$74.8K -$2.28K -30 -3%
SSG
1343
Summit Securities Group
New York
$74.4K +$14.2K +186 +23%
BWL
1344
Bogart Wealth LLC
Virginia
$73.8K -$3.88K -51 -5%
PMFA
1345
Plante Moran Financial Advisors
Michigan
$72.2K -$12.9K -170 -15%
PWM
1346
Proathlete Wealth Management
Florida
$70.8K
JWA
1347
JFS Wealth Advisors
Pennsylvania
$70.3K +$20K +263 +38%
RFP
1348
Root Financial Partners
California
$69.6K -$29.7K -391 -29%
TFM
1349
TFC Financial Management
Massachusetts
$67.8K
MMG
1350
Monetary Management Group
Missouri
$66.3K