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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2201
JNBA Financial Advisors
Minnesota
$124K +$17.2K +863 +18%
MCM
2202
MV Capital Management
Maryland
$124K +$856 +43 +0.8%
PSB
2203
Piscataqua Savings Bank
New Hampshire
$123K -$42.2K -2,120 -27%
PA
2204
PSI Advisors
Florida
$123K -$59.2K -2,976 -35%
TWD
2205
True Wealth Design
Ohio
$121K +$104K +5,249 +1,937%
CPG
2206
Cornerstone Planning Group
New Jersey
$120K -$1.35K -68 -1%
OSNBOA
2207
Old Second National Bank of Aurora
Illinois
$120K -$9.95K -500 -8%
PMFA
2208
Plante Moran Financial Advisors
Michigan
$119K +$25K +1,255 +30%
AWA
2209
Archvest Wealth Advisors
California
$119K +$108K +5,408 New
AWM
2210
AllSquare Wealth Management
New York
$119K – – –
SAM
2211
S.A. Mason
Michigan
$118K -$7.92K -398 -7%
OW
2212
Olistico Wealth
Oklahoma
$116K – – –
NCM
2213
Northwest Capital Management
Oregon
$116K – – –
MS
2214
Mizuho Securities
Japan
$112K -$199 -10 -0.2%
MHR
2215
Matthew Hamilton Rosenberg
$111K +$33.4K +1,679 +50%
CFG
2216
CKW Financial Group
Hawaii
$111K – – –
DWM
2217
Dogwood Wealth Management
Kansas
$110K – – –
FWA
2218
FSC Wealth Advisors
New York
$109K +$338 +17 +0.3%
PWMG
2219
Private Wealth Management Group
New Jersey
$108K – – –
BFP
2220
Briaud Financial Planning
Texas
$107K – – –
GWP
2221
Gen-Wealth Partners
Michigan
$106K -$507K -25,457 -84%
BIA
2222
Bell Investment Advisors
California
$106K – – –
TCG
2223
Transcendent Capital Group
Oklahoma
$106K +$36.1K +1,813 +61%
SNB
2224
Security National Bank
Nebraska
$104K +$975 +49 +1%
WCM
2225
Winthrop Capital Management
Indiana
$104K +$1.31K +66 +1%
87 88
89
90 91