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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
4326
Compound Global Advisors
Washington
$90.7K +$96.5K +300 New
LG
4327
LAM Group
Oregon
$90.7K +$96.5K +300 New
CTWM
4328
Cherry Tree Wealth Management
Minnesota
$90.5K +$1.93K +6 +2%
HFS
4329
Horizon Financial Services
North Carolina
$88K +$17.7K +55 +23%
TAR
4330
Trask Adam Roland
$84.6K +$90K +280 New
RBC
4331
Roble Belko & Company
Pennsylvania
$81K -$322 -1 -0.4%
EWM
4332
Evolution Wealth Management
Florida
$76.8K +$58.8K +183 +258%
TCM
4333
Tradewinds Capital Management
Washington
$76.7K +$16.4K +51 +25%
RF
4334
RetireMitten Financial
Michigan
$75.9K +$80.7K +251 New
CJ
4335
Caitlin John
Michigan
$75.8K -$35.7K -111 -31%
APW
4336
Atlantic Private Wealth
North Carolina
$75.6K -$10.3K -32 -11%
MIM
4337
Meridiem Investment Management
United Kingdom
$75.5K
AP
4338
Aspect Partners
Virginia
$75.4K
GCS
4339
Gordian Capital (Singapore)
Singapore
$73.7K
TTIC
4340
Tower Trust & Investment Company
Iowa
$73.4K
BHWM
4341
Beaird Harris Wealth Management
Texas
$72.5K
ETS
4342
ESL Trust Services
New York
$72.5K
KPP
4343
Kings Path Partners
Texas
$72.5K
PP
4344
Pingora Partners
Wyoming
$71K
RPA
4345
Redwood Park Advisors
California
$70.1K -$965 -3 -1%
LAM
4346
Lummis Asset Management
Texas
$69.2K
HC
4347
Hoese & Co
Minnesota
$68K
AW
4348
Ankerstar Wealth
Texas
$67.9K +$28.6K +89 +66%
FUBT
4349
First United Bank & Trust
Maryland
$65.6K -$3.22K -10 -4%
HPBT
4350
Hickory Point Bank & Trust
Illinois
$65.6K +$69.8K +217 New