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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2201
Rise Advisors
New York
$127K -$56.1K -2,818 -33%
JFA
2202
JNBA Financial Advisors
Minnesota
$124K +$17.2K +863 +18%
MCM
2203
MV Capital Management
Maryland
$124K +$856 +43 +0.8%
PSB
2204
Piscataqua Savings Bank
New Hampshire
$123K -$42.2K -2,120 -27%
PA
2205
PSI Advisors
Florida
$123K -$59.2K -2,976 -35%
TWD
2206
True Wealth Design
Ohio
$121K +$104K +5,249 +1,937%
CPG
2207
Cornerstone Planning Group
New Jersey
$120K -$1.35K -68 -1%
OSNBOA
2208
Old Second National Bank of Aurora
Illinois
$120K -$9.95K -500 -8%
PMFA
2209
Plante Moran Financial Advisors
Michigan
$119K +$25K +1,255 +30%
AWA
2210
Archvest Wealth Advisors
California
$119K +$108K +5,408 New
AWM
2211
AllSquare Wealth Management
New York
$119K – – –
SAM
2212
S.A. Mason
Michigan
$118K -$7.92K -398 -7%
OW
2213
Olistico Wealth
Oklahoma
$116K – – –
NCM
2214
Northwest Capital Management
Oregon
$116K – – –
MS
2215
Mizuho Securities
Japan
$112K -$199 -10 -0.2%
MHR
2216
Matthew Hamilton Rosenberg
$111K +$33.4K +1,679 +50%
CFG
2217
CKW Financial Group
Hawaii
$111K – – –
DWM
2218
Dogwood Wealth Management
Kansas
$110K – – –
FWA
2219
FSC Wealth Advisors
New York
$109K +$338 +17 +0.3%
PWMG
2220
Private Wealth Management Group
New Jersey
$108K – – –
BFP
2221
Briaud Financial Planning
Texas
$107K – – –
GWP
2222
Gen-Wealth Partners
Michigan
$106K -$507K -25,457 -84%
BIA
2223
Bell Investment Advisors
California
$106K – – –
TCG
2224
Transcendent Capital Group
Oklahoma
$106K +$36.1K +1,813 +61%
SNB
2225
Security National Bank
Nebraska
$104K +$975 +49 +1%