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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
601
Parkside Financial Bank & Trust
Missouri
$7.57K -$27.7K -358 -79%
HNB
602
Hilltop National Bank
Wyoming
$7.02K +$6.96K +90 New
WIM
603
Westside Investment Management
California
$6.63K – – –
RA
604
Rise Advisors
New York
$6.24K – – –
EAM
605
Eukles Asset Management
Ohio
$6.24K +$6.18K +80 New
FFO
606
Fortitude Family Office
Arizona
$6.08K +$6.03K +78 New
BCWM
607
Bartlett & Co Wealth Management
Ohio
$5.85K – – –
BT
608
Banque Transatlantique
France
$5.69K +$5.64K +73 New
MSWA
609
Marshall & Sterling Wealth Advisors
New York
$5.38K – – –
CVM
610
Cheviot Value Management
California
$5.37K -$1.93K -25 -25%
DF
611
DecisionPoint Financial
Arizona
$5.28K – – –
AWM
612
Abound Wealth Management
Tennessee
$5.07K – – –
PWA
613
Physician Wealth Advisors
Utah
$5.07K +$1.08K +14 +27%
Bessemer Group
614
Bessemer Group
New Jersey
$5K – – –
OAJ
615
Ogorek Anthony Joseph
New York
$5K +$4.17K +54 +415%
CIAS
616
CBIZ Investment Advisory Services
Ohio
$4.99K +$2.17K +28 +78%
NEWAS
617
N.E.W. Advisory Services
Wisconsin
$4.91K – – –
BGAI
618
Bruce G. Allen Investments
Colorado
$4.76K -$7.27K -94 -61%
TPWA
619
Twin Peaks Wealth Advisors
California
$4.69K +$5.18K +67 New
BTC
620
Bank & Trust Company
Illinois
$4.52K – – –
MWM
621
Mascoma Wealth Management
New Hampshire
$4.29K -$2.86K -37 -40%
AA
622
Addison Advisors
Vermont
$4.29K +$4.25K +55 New
AG
623
AmeriFlex Group
Nevada
$4.23K – – –
DWM
624
Dogwood Wealth Management
Kansas
$4.1K +$4.1K +53 New
AW
625
Avion Wealth
Texas
$4K +$387 +5 +8%