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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1726
Castleview Partners
Texas
$4.67K -$325K -1,740 -99%
KFS
1727
Kelly Financial Services
Massachusetts
$4.67K – – –
TFM
1728
TFC Financial Management
Massachusetts
$4.47K -$187 -1 -4%
TWP
1729
Triad Wealth Partners
Kansas
$4.47K +$4.3K +23 New
NL
1730
NVWM LLC
Pennsylvania
$4.22K +$935 +5 +31%
FW
1731
Fairway Wealth
Ohio
$4.08K +$3.92K +21 New
JPWM
1732
Jamison Private Wealth Management
Georgia
$3.89K -$16.4K -88 -81%
JFG
1733
JDM Financial Group
Texas
$3.89K – – –
RWA
1734
Redmont Wealth Advisors
Illinois
$3.89K – – –
1IA
1735
1620 Investment Advisors
Massachusetts
$3.89K +$3.74K +20 New
MRCM
1736
M&R Capital Management
New Jersey
$3.5K – – –
TVWM
1737
Tower View Wealth Management
Wisconsin
$3.11K – – –
TCA
1738
Trifecta Capital Advisors
Illinois
$3.11K – – –
BAM
1739
Byrne Asset Management
New Jersey
$2.93K -$374 -2 -12%
NCM
1740
Northwest Capital Management
Oregon
$2.92K -$6.17K -33 -69%
CSC
1741
Caldwell Sutter Capital
California
$2.92K – – –
NECFA
1742
New England Capital Financial Advisors
Connecticut
$2.86K – – –
BWAM
1743
Boyd Watterson Asset Management
Ohio
$2.53K – – –
ECM
1744
Estabrook Capital Management
New York
$2.53K – – –
CSWM
1745
Cassady Schiller Wealth Management
Ohio
$2.33K – – –
TJHA
1746
Thomas J. Herzfeld Advisors
Florida
$2.33K +$2.24K +12 New
BWL
1747
Bogart Wealth LLC
Virginia
$2.27K -$2.62K -14 -54%
CJ
1748
Caitlin John
Michigan
$2.08K -$3.18K -17 -61%
LFA
1749
Legend Financial Advisors
Pennsylvania
$1.94K -$374 -2 -17%
AFWM
1750
Abich Financial Wealth Management
Virginia
$1.94K – – –