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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2201
Roble Belko & Company
Pennsylvania
$21K – – –
SC
2202
Steph & Co
Wisconsin
$21K – – –
SFCL
2203
Strengthening Families & Communities LLC
Massachusetts
$21K – – –
NICM
2204
Neo Ivy Capital Management
New York
$21K +$24K +59 New
AWM
2205
Ameliora Wealth Management
Switzerland
$20K -$2.99M -7,337 -99%
CIR
2206
Clear Investment Research
Georgia
$20K – – –
SCA
2207
Stuart Chaussee & Associates
California
$20K – – –
SC
2208
Sierra Capital
Florida
$19K -$5.29K -13 -20%
TFP
2209
Tilia Fiduciary Partners
North Carolina
$17K – – –
RA
2210
Rise Advisors
New York
$17K +$13.8K +34 +262%
NIM
2211
NuWave Investment Management
New Jersey
$16K -$222K -546 -93%
FMTCOCP
2212
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K – – –
AW
2213
Avion Wealth
Texas
$16K +$9.36K +23 +115%
SC
2214
Stephens Consulting
Michigan
$15.7K – – –
CT
2215
Clearstead Trust
Maine
$14K – – –
WWMSC
2216
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$15.9K +39 New
BLC
2217
Brown, Lisle/Cummings
Rhode Island
$13.9K +$4.07K +10 +36%
IWP
2218
IAG Wealth Partners
Wisconsin
$13K – – –
DMKJ
2219
David M. Knott Jr
$13K +$14.2K +35 New
BFPW
2220
BOK Financial Private Wealth
Colorado
$12K -$831K -2,041 -98%
GKIM
2221
GW&K Investment Management
Massachusetts
$12K +$3.66K +9 +36%
RCWMU
2222
Rothschild & Co Wealth Management (UK)
United Kingdom
$12K +$13.4K +33 New
CWA
2223
Clearview Wealth Advisors
Oregon
$11K -$8.14K -20 -41%
SC
2224
Schubert & Co
Texas
$11K +$7.33K +18 +150%
TWP
2225
TFO Wealth Partners
Ohio
$11K +$12.2K +30 New