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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Caldwell Trust
Florida
$16.8K -$5.11K -27 -21%
BCPWM
527
Bradley & Co Private Wealth Management
Florida
$16.8K – – –
CSB
528
City State Bank
Iowa
$16.8K – – –
TC
529
Tacita Capital
Ontario, Canada
$16.8K – – –
CFFP
530
Center for Financial Planning
Michigan
$16.8K +$18.9K +100 New
RWS
531
Retirement Wealth Solutions
Wisconsin
$16.7K -$3.22K -17 -15%
RF
532
Rossby Financial
Florida
$16.7K -$947 -5 -5%
HIA
533
Harbor Investment Advisory
Maryland
$16.5K – – –
CFM
534
Cornerstone Financial Management
Massachusetts
$16K +$2.08K +11 +13%
CFD
535
Creative Financial Designs
Indiana
$16K +$7.01K +37 +64%
KFA
536
Kelleher Financial Advisors
New York
$15.2K +$8.52K +45 +100%
AFG
537
Albion Financial Group
Utah
$15K – – –
FC
538
Financial Consulate
Maryland
$14.8K -$10.4K -55 -38%
PJC
539
Phillip James Consulting
Minnesota
$14K +$15.7K +83 New
SWM
540
SHP Wealth Management
Massachusetts
$13.9K +$4.36K +23 +38%
MNA
541
Manning & Napier Advisors
New York
$13.7K +$379 +2 +3%
AF
542
Advisornet Financial
Minnesota
$13.3K -$6.63K -35 -31%
MP
543
McDonald Partners
Ohio
$12.6K +$14.2K +75 New
PWA
544
Physician Wealth Advisors
Utah
$12.3K -$12.5K -66 -47%
CTB
545
Country Trust Bank
Illinois
$12.1K – – –
AA
546
Addison Advisors
Vermont
$11.8K -$70.3K -371 -84%
RPA
547
Redwood Park Advisors
California
$11.8K – – –
PWA
548
Principia Wealth Advisory
Texas
$11.3K +$189 +1 +2%
NRG
549
Nemes Rush Group
Michigan
$11.1K -$379 -2 -3%
BW
550
Basepoint Wealth
Iowa
$10.9K +$189 +1 +2%
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