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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1601
Matthew Hamilton Rosenberg
$50.9K -$7.25K -48 -12%
BDL
1602
Banque de Luxembourg
Luxembourg
$50.6K -$86.6K -573 -62%
PFSC
1603
Peoples Financial Services Corp
Pennsylvania
$50.3K -$2.87K -19 -5%
GKIM
1604
GW&K Investment Management
Massachusetts
$48K +$5.14K +34 +12%
CA
1605
Centerpoint Advisors
Massachusetts
$47K
MIFH
1606
Migdal Insurance & Financial Holdings
Israel
$46K +$47.9K +317 New
NEWAS
1607
N.E.W. Advisory Services
Wisconsin
$46K -$5.59K -37 -11%
SC
1608
SouthState Corp
Florida
$45.9K -$8.46K -56 -15%
SN
1609
Sittner & Nelson
Oregon
$45.4K
API
1610
Asset Planning Inc
California
$44.7K +$302 +2 +0.7%
OPTFSNA
1611
Old Point Trust & Financial Services N A
Virginia
$43.9K -$2.42K -16 -5%
FFWM
1612
Future Financial Wealth Management
Ohio
$43.9K
FWM
1613
FSA Wealth Management
Massachusetts
$43.8K
MWA
1614
Medallion Wealth Advisors
Connecticut
$43.2K
TCM
1615
TruNorth Capital Management
Michigan
$42.4K +$43.8K +290 New
PWMG
1616
Prestige Wealth Management Group
New Jersey
$41.6K -$453 -3 -1%
SIC
1617
SJS Investment Consulting
Ohio
$39.9K +$38.8K +257 +1,606%
VWM
1618
Valley Wealth Managers
New Jersey
$39.5K
FC
1619
Financial Consulate
Maryland
$39.4K +$40.7K +269 New
SIS
1620
Sound Income Strategies
Florida
$38K -$25.2K -167 -39%
MMCM
1621
Murphy & Mullick Capital Management
New York
$37.9K
PMFA
1622
Plante Moran Financial Advisors
Michigan
$36.6K -$13.9K -92 -27%
HIW
1623
Holos Integrated Wealth
Pennsylvania
$36.3K
OP
1624
ORG Partners
Indiana
$34.7K +$756 +5 +2%
BWL
1625
Bogart Wealth LLC
Virginia
$34.7K -$6.25M -41,352 -99%