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Name Holding Trade Value Shares
Change
Change in
Stake
LHEI
3001
Leo H. Evart Inc
California
$58.4K +$59.2K +166 New
TFM
3002
TFC Financial Management
Massachusetts
$58.1K
HC
3003
Hoese & Co
Minnesota
$56.3K
NL
3004
NVWM LLC
Pennsylvania
$54.9K
GK
3005
Graney & King
New York
$52.8K
SMBT
3006
Southern Michigan Bank & Trust
Michigan
$52.8K +$53.5K +150 New
SIM
3007
Synergy Investment Management
Florida
$52.1K +$52.8K +148 New
NRG
3008
Nemes Rush Group
Michigan
$51.4K -$37.1K -104 -42%
SFS
3009
Sunrise Financial Services
Washington
$49.3K
MSWM
3010
Mowery & Schoenfeld Wealth Management
Illinois
$48.4K -$16.4K -46 -25%
W
3011
WealthCollab
Washington
$47.9K
GWSA
3012
Global Wealth Strategies & Associates
Colorado
$47.7K
SC
3013
Solstein Capital
California
$46.8K -$14.6K -41 -24%
UOTTAIMCU
3014
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46.8K
CFG
3015
CKW Financial Group
Hawaii
$45K
KSB
3016
Kennebec Savings Bank
Maine
$44.3K
RF
3017
Robinswood Financial
Washington
$44.2K
SIS
3018
Strategic Investment Solutions
Illinois
$44K +$35.6K +100 +400%
MIM
3019
MTM Investment Management
South Carolina
$43.6K
QWM
3020
Quaker Wealth Management
New Jersey
$42.9K +$713 +2 +2%
AIS
3021
Advocate Investing Services
Maryland
$42.2K
DWM
3022
Dogwood Wealth Management
Kansas
$41.9K +$15.7K +44 +59%
RWS
3023
Retirement Wealth Solutions
Wisconsin
$41.5K +$35.3K +99 +521%
OCM
3024
Osterweis Capital Management
California
$41.2K
SFAM
3025
Sawyer Falduto Asset Management
Illinois
$40.8K