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Axcelis

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
301
Creative Financial Designs
Indiana
$1.74K – – –
CoreCap Advisors
302
CoreCap Advisors
Michigan
$1.67K – – –
Farmers & Merchants Investments Inc
303
Farmers & Merchants Investments Inc
Nebraska
$1.6K – – –
MSFP
304
Mark Sheptoff Financial Planning
Connecticut
$1.6K +$1.31K +23 New
BIA
305
Bell Investment Advisors
California
$1.53K -$3.54K -62 -74%
RA
306
Rise Advisors
New York
$1.53K +$799 +14 +175%
FFO
307
Fortitude Family Office
Arizona
$1.53K +$1.25K +22 New
Blue Trust Inc
308
Blue Trust Inc
Georgia
$1.39K -$228 -4 -17%
NewEdge Advisors
309
NewEdge Advisors
Louisiana
$1.25K -$571 -10 -36%
SouthState Corp
310
SouthState Corp
Florida
$1.12K -$456 -8 -33%
BFS
311
Bare Financial Services
Pennsylvania
$1.11K -$228 -4 -20%
NC
312
NewSquare Capital
Pennsylvania
$1.04K – – –
WhitTier Trust Company
313
WhitTier Trust Company
Nevada
$1.04K – – –
AWM
314
Atticus Wealth Management
Florida
$976 – – –
APW
315
Aventura Private Wealth
Florida
$906 – – –
First Horizon Advisors
316
First Horizon Advisors
Tennessee
$836 +$685 +12 New
BGAI
317
Bruce G. Allen Investments
Colorado
$697 +$171 +3 +43%
CT
318
Clearstead Trust
Maine
$628 +$513 +9 New
CPG
319
Cornerstone Planning Group
New Jersey
$546 – – –
DF
320
DecisionPoint Financial
Arizona
$432 +$342 +6 New
PMFA
321
Plante Moran Financial Advisors
Michigan
$418 – – –
TPWA
322
Twin Peaks Wealth Advisors
California
$244 +$171 +3 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$140 -$228 -4 -67%
AWM
324
Abound Wealth Management
Tennessee
$140 – – –
HIA
325
HFM Investment Advisors
New Jersey
$70 +$57 +1 New