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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1151
Creative Financial Designs
Indiana
$16K +$955 +7 +7%
OAJ
1152
Ogorek Anthony Joseph
New York
$16K +$9.28K +68 +155%
DJSG
1153
D.J. St. Germain
Massachusetts
$15.7K +$6.14K +45 +69%
SN
1154
Sittner & Nelson
Oregon
$15.6K -$13.6K -100 -48%
MAM
1155
Meeder Asset Management
Ohio
$15K -$14.9K -109 -51%
BIA
1156
Bell Investment Advisors
California
$14.5K -$1.36K -10 -9%
HIA
1157
Highland Investment Advisors
Florida
$14.5K +$13.8K +101 New
AA
1158
Addison Advisors
Vermont
$14.3K – – –
SC
1159
Stance Capital
Massachusetts
$14.3K +$13.6K +100 New
RG
1160
RHL Group
Michigan
$14.3K – – –
HNW
1161
High Note Wealth
Minnesota
$14.2K +$682 +5 +5%
WA
1162
Westfuller Advisors
New York
$14K -$4.77K -35 -26%
CCA
1163
Catalyst Capital Advisors
New York
$13.6K -$12.8K -94 -50%
MCM
1164
MV Capital Management
Maryland
$13.6K -$818 -6 -6%
CNBT
1165
Cornerstone National Bank & Trust
Illinois
$13.4K – – –
LWM
1166
Lodestone Wealth Management
Washington
$13.2K – – –
CT
1167
Clearstead Trust
Maine
$13K +$1.23K +9 +11%
JWA
1168
JFS Wealth Advisors
Pennsylvania
$11.7K +$1.36K +10 +14%
EB
1169
Eastern Bank
Massachusetts
$11.4K – – –
PGAM
1170
Princeton Global Asset Management
New Jersey
$11.3K +$682 +5 +7%
WAG
1171
Wilkerson Advisory Group
Missouri
$11K – – –
FFO
1172
Fortitude Family Office
Arizona
$11K +$1.77K +13 +20%
AT
1173
Avalon Trust
New Mexico
$10.7K – – –
CA
1174
Crewe Advisors
Utah
$10.6K +$2.86K +21 +40%
UBP
1175
Union Bancaire Privee
Switzerland
$10.6K – – –