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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1651
Mark Sheptoff Financial Planning
Connecticut
$101K – – –
PWA
1652
Physician Wealth Advisors
Utah
$100K +$2K +12 +2%
GITFIT
1653
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$98.8K – – –
RA
1654
Rise Advisors
New York
$97.3K +$2.83K +17 +3%
POIA
1655
Pin Oak Investment Advisors
Texas
$94K +$19.6K +118 +34%
RTC
1656
Riverview Trust Company
Washington
$90.7K -$2K -12 -2%
TFIPS
1657
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.6K – – –
AWM
1658
Atticus Wealth Management
Florida
$90.2K – – –
WF
1659
Wayfinding Financial
Washington
$88K +$89.5K +538 New
HDIM
1660
Hanson & Doremus Investment Management
Vermont
$84K – – –
MSWM
1661
Mowery & Schoenfeld Wealth Management
Illinois
$84K +$76.5K +460 +920%
BA
1662
Bellwether Advisors
Nebraska
$82K +$22.4K +135 +37%
AAG
1663
Armstrong Advisory Group
Massachusetts
$81.5K – – –
BGAI
1664
Bruce G. Allen Investments
Colorado
$81.2K -$166 -1 -0.2%
HC
1665
Hara Capital
Washington
$79.9K – – –
SL
1666
Salomon & Ludwin
Virginia
$77.9K – – –
AFG
1667
Albion Financial Group
Utah
$75.4K – – –
DCBT
1668
Dakota Community Bank & Trust
North Dakota
$74.3K +$2.83K +17 +4%
RS
1669
Rakuten Securities
Japan
$73.6K +$46.2K +278 +164%
MWA
1670
Medallion Wealth Advisors
Connecticut
$73.1K +$9.98K +60 +15%
WB
1671
Webster Bank
Connecticut
$72.8K -$9.81K -59 -12%
GA
1672
GoalVest Advisory
New York
$72.4K +$28.8K +173 +65%
WA
1673
WPG Advisers
Maryland
$71.3K -$166 -1 -0.2%
GFPC
1674
Global Financial Private Client
Florida
$71.3K +$2.49K +15 +4%
BAM
1675
Byrne Asset Management
New Jersey
$70K +$70.7K +425 New