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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
3026
Godfrey Financial Associates
New York
$157K +$29.3K +85 +22%
UIA
3027
Ulland Investment Advisors
Minnesota
$157K -$10.3K -30 -6%
ACA
3028
American Capital Advisory
Idaho
$155K
TWD
3029
True Wealth Design
Ohio
$154K +$21.3K +62 +16%
CCM
3030
Cutler Capital Management
Massachusetts
$154K -$16.9K -49 -10%
AT
3031
Avenir Tech
Hong Kong
$154K +$157K +455 New
CCC
3032
Chelsea Counsel Company
California
$153K
GCM
3033
Gunpowder Capital Management
Maryland
$152K -$59.9K -174 -28%
HA
3034
Hyposwiss Advisors
$152K
CB
3035
Community Bank
New York
$151K +$34.4K +100 +29%
TCM
3036
Tradewinds Capital Management
Washington
$149K -$1.03K -3 -0.7%
EF
3037
Entrust Financial
Pennsylvania
$148K
NF
3038
Napier Financial
Massachusetts
$147K +$149K +434 New
RBC
3039
Roble Belko & Company
Pennsylvania
$146K +$3.1K +9 +2%
CFM
3040
Cornerstone Financial Management
Massachusetts
$145K +$3.1K +9 +2%
CAM
3041
Costello Asset Management
Pennsylvania
$144K
MSWM
3042
Mowery & Schoenfeld Wealth Management
Illinois
$144K
JFA
3043
JNBA Financial Advisors
Minnesota
$142K +$10.7K +31 +8%
FFO
3044
Fortitude Family Office
Arizona
$141K -$24.8K -72 -15%
TCOT
3045
Trust Company of Toledo
Ohio
$140K -$212K -616 -60%
FIM
3046
FWL Investment Management
Texas
$140K +$5.85K +17 +4%
OSNBOA
3047
Old Second National Bank of Aurora
Illinois
$139K
MCM
3048
Manchester Capital Management
Vermont
$137K +$4.13K +12 +3%
LIA
3049
Luken Investment Analytics
Tennessee
$135K -$11.7K -34 -8%
FA
3050
Fountainhead AM
New Jersey
$133K +$22K +64 +19%