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Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
2226
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K – – –
FDW
2227
Fourth Dimension Wealth
Ohio
$35.6K – – –
ANBT
2228
American National Bank & Trust
Texas
$35.3K +$587 +8 +2%
KFI
2229
Key Financial Inc
Pennsylvania
$35.1K +$29.3K +400 +465%
KA
2230
Kozak & Associates
Colorado
$34.7K -$99.7K -1,360 -74%
SSG
2231
Summit Securities Group
New York
$34.1K +$9.83K +134 +40%
SWIM
2232
Smallwood Wealth Investment Management
New Jersey
$33.6K – – –
BA
2233
Blueline Advisors
New Hampshire
$32.5K – – –
PAP
2234
Persistent Asset Partners
Hong Kong
$32.1K +$32.6K +445 New
WAG
2235
Wilkerson Advisory Group
Missouri
$32K +$6.31K +86 +24%
TCOT
2236
Trust Company of Toledo
Ohio
$30.3K +$6.09K +83 +25%
RPA
2237
Redwood Park Advisors
California
$29.8K – – –
SC
2238
Swan Capital
Florida
$29.6K +$3.3K +45 +12%
CC
2239
Copos Capital
$29.6K +$30.1K +410 New
EWP
2240
Elevation Wealth Partners
California
$29.5K +$20.3K +277 +210%
CI
2241
Clal Insurance
Israel
$29K -$6.01K -82 -17%
PAG
2242
Paladin Advisory Group
Iowa
$28.9K – – –
RWM
2243
Raffa Wealth Management
District of Columbia
$28.7K +$2.2K +30 +8%
DF
2244
Dunhill Financial
United Kingdom
$27.9K +$733 +10 +3%
NWMP
2245
Noble Wealth Management PBC
Colorado
$27.6K +$1.32K +18 +5%
AWM
2246
Abound Wealth Management
Tennessee
$26.9K -$21K -287 -43%
DIP
2247
DT Investment Partners
Pennsylvania
$26.6K – – –
MWPCG
2248
Measured Wealth Private Client Group
New Hampshire
$25.8K – – –
MASM
2249
MH & Associates Securities Management
California
$25.6K – – –
HWP
2250
Highline Wealth Partners
California
$25.5K -$6.38K -87 -20%