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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Transamerica Financial Advisors
Florida
$2.01K +$2.25K +27 New
HIA
602
Harbor Investment Advisory
Maryland
$2.01K – – –
PCM
603
Penserra Capital Management
California
$2K -$1K -12 -29%
TFGT
604
TS Financial Group (TSFG)
Illinois
$2K – – –
HCM
605
Hollencrest Capital Management
California
$1.94K – – –
Nisa Investment Advisors
606
Nisa Investment Advisors
Missouri
$1.94K – – –
SS
607
Sunbelt Securities
Texas
$1.86K -$28.8K -345 -93%
CT
608
Coastline Trust
Rhode Island
$1.86K – – –
PCFFS
609
Pacific Center for Financial Services
California
$1.79K – – –
FFO
610
Fortitude Family Office
Arizona
$1.71K – – –
TWD
611
True Wealth Design
Ohio
$1.56K – – –
BHWM
612
Beaird Harris Wealth Management
Texas
$1.56K +$1.75K +21 New
CFFP
613
Center for Financial Planning
Michigan
$1.49K – – –
CT
614
Caldwell Trust
Florida
$1.49K – – –
VWM
615
Vermillion Wealth Management
Minnesota
$1.49K – – –
EPAM
616
Evelyn Partners Asset Management
$1.49K – – –
KB
617
Kimelman & Baird
New York
$1.34K – – –
BFS
618
Bare Financial Services
Pennsylvania
$1.27K – – –
QC
619
Quent Capital
New York
$1.27K +$1.42K +17 New
GJIA
620
Glass Jacobson Investment Advisors
Maryland
$1.12K – – –
BI
621
Binnacle Investments
Iowa
$1.04K – – –
HBW
622
Hazlett, Burt & Watson
West Virginia
$1K – – –
HWM
623
Hemington Wealth Management
Virginia
$1K +$1.08K +13 +163%
SFCL
624
Strengthening Families & Communities LLC
Massachusetts
$972 – – –
BLC
625
Brown, Lisle/Cummings
Rhode Island
$969 – – –