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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1376
Princeton Global Asset Management
New Jersey
$99K
CAL
1377
Capital Analysts LLC
Pennsylvania
$99K -$227 -3 -0.3%
KFI
1378
Key Financial Inc
Pennsylvania
$99K
FPF
1379
First Pacific Financial
Washington
$97.8K +$530 +7 +0.6%
BONH
1380
Bank of New Hampshire
New Hampshire
$97.2K -$151 -2 -0.2%
TWD
1381
True Wealth Design
Ohio
$95.7K +$61.8K +816 +248%
BWL
1382
Bogart Wealth LLC
Virginia
$94.7K +$7.57K +100 +10%
SWM
1383
Spire Wealth Management
Virginia
$91.1K -$45.6K -602 -36%
PWPS
1384
Pinnacle Wealth Planning Services
Ohio
$90.9K +$2.95K +39 +4%
HDIM
1385
Hanson & Doremus Investment Management
Vermont
$90K
BHWM
1386
Bay Harbor Wealth Management
Maryland
$85.9K +$984 +13 +1%
FB
1387
First Bancorp
Maine
$85.7K +$77.6K +1,025 New
CNBTD
1388
Citizens National Bank Trust Department
Mississippi
$85.2K -$7.57K -100 -9%
CFO
1389
CVA Family Office
Colorado
$84.9K -$11.1K -146 -13%
JFA
1390
JNBA Financial Advisors
Minnesota
$84.9K
ATC
1391
Adirondack Trust Company
New York
$84.7K
EP
1392
Essential Partners
California
$83K -$19.6K -259 -21%
Optiver Holding
1393
Optiver Holding
Netherlands
$82.5K +$20.7K +274 +38%
PWM
1394
Proathlete Wealth Management
Florida
$80.4K
IFWM
1395
Institute for Wealth Management
Colorado
$79K -$187K -2,474 -72%
TFM
1396
TFC Financial Management
Massachusetts
$77.3K +$379 +5 +0.5%
SIM
1397
Synergy Investment Management
Florida
$76K -$16K -212 -19%
AF
1398
Alerus Financial
North Dakota
$75.8K
ZBNA
1399
Zions Bancorporation, National Association
Utah
$75.3K -$111K -1,466 -62%
TVWM
1400
Tower View Wealth Management
Wisconsin
$75.2K