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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
3351
Valley National Advisers
Pennsylvania
$174K +$6.87K +30 +4%
CMP
3352
Coston McIsaac & Partners
Maine
$173K – – –
AP
3353
Atwood & Palmer
Missouri
$172K +$120K +525 +263%
IPW
3354
Impact Partnership Wealth
Georgia
$167K +$161K +702 New
MLA
3355
MB, Levis & Associates
Pennsylvania
$166K – – –
FCT
3356
First Community Trust
Iowa
$164K – – –
CAS
3357
Coppell Advisory Solutions
Texas
$161K +$157K +686 New
WIM
3358
Westside Investment Management
California
$159K -$5.49K -24 -3%
ACM
3359
Antonetti Capital Management
Florida
$156K – – –
GM
3360
GeoWealth Management
Illinois
$155K +$120K +525 +410%
AWM
3361
AllSquare Wealth Management
New York
$154K – – –
UID
3362
Union Investments & Development
Israel
$148K +$143K +625 New
DCBT
3363
Dakota Community Bank & Trust
North Dakota
$147K -$5.72K -25 -4%
CPG
3364
Cornerstone Planning Group
New Jersey
$144K +$139K +608 New
BC
3365
Barrett & Company
Rhode Island
$143K +$27.5K +120 +25%
LSA
3366
Lansing Street Advisors
Pennsylvania
$142K +$16K +70 +13%
TF
3367
TimeScale Financial
Massachusetts
$142K +$229 +1 +0.2%
UFF
3368
USA Financial Formulas
Michigan
$141K +$132K +575 +3,026%
GWMIA
3369
Global Wealth Management Investment Advisory
Florida
$140K +$135K +590 New
CWA
3370
Clearview Wealth Advisors
Oregon
$137K -$4.35K -19 -3%
USB
3371
Union Savings Bank
Connecticut
$134K +$129K +563 New
NCM
3372
Northwest Capital Management
Oregon
$133K +$128K +560 New
NECFA
3373
New England Capital Financial Advisors
Connecticut
$128K +$229 +1 +0.2%
KTC
3374
Kistler-Tiffany Companies
Pennsylvania
$126K -$4.58K -20 -4%
IA
3375
IFS Advisors
Kansas
$123K – – –
133 134
135
136 137