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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
2401
Bank of Stockton
California
$237K +$17.9K +629 +8%
PAA
2402
Peregrine Asset Advisers
Oregon
$237K – – –
RMCM
2403
Reynders McVeigh Capital Management
Massachusetts
$237K -$2.33K -82 -1%
BI
2404
Ballast Inc
Kentucky
$237K – – –
ACA
2405
Affinity Capital Advisors
California
$236K – – –
EW
2406
Element Wealth
Mississippi
$236K +$13.9K +490 +6%
RFN
2407
Redwood Financial Network
Ohio
$235K -$6.67K -235 -3%
WLPWM
2408
Walled Lake Planning & Wealth Management
Illinois
$235K +$511 +18 +0.2%
PF
2409
Prosperitas Financial
California
$234K +$6.42K +226 +3%
IWM
2410
Iams Wealth Management
Nebraska
$234K +$235K +8,284 New
AF
2411
Arrow Financial
New York
$233K -$47.3K -1,665 -17%
SA
2412
Stewardship Advisors
Pennsylvania
$233K +$398 +14 +0.2%
TWA
2413
Trace Wealth Advisors
California
$233K +$256 +9 +0.1%
TCWM
2414
Total Clarity Wealth Management
Illinois
$233K -$170 -6 -0.1%
MSF
2415
Mustard Seed Financial
Arkansas
$233K -$8.06K -284 -3%
MFS
2416
McNamara Financial Services
Massachusetts
$233K – – –
SCA
2417
Stillwater Capital Advisors
Pennsylvania
$232K +$1.62K +57 +0.7%
JCM
2418
Janney Capital Management
Pennsylvania
$232K +$4.4K +155 +2%
PSIWM
2419
Paradigm Strategies in Wealth Management
Minnesota
$232K +$1.7K +60 +0.7%
MWM
2420
Maltin Wealth Management
New Jersey
$231K +$1.36K +48 +0.6%
IA
2421
Insight Advisors
Pennsylvania
$231K -$14.7K -517 -6%
SWIG
2422
Strategic Wealth Investment Group
Kentucky
$231K +$232K +8,154 +27,180%
CAM
2423
Concorde Asset Management
Michigan
$231K +$243K +8,551 New
FWP
2424
Falcon Wealth Planning
California
$231K +$9.74K +343 +4%
BI
2425
BFI Infinity
Switzerland
$231K – – –