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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
851
Stonebridge Capital Advisors
Minnesota
$12K
BIA
852
Bell Investment Advisors
California
$12K +$14.5K +26 New
DCM
853
Dimension Capital Management
Florida
$12K +$5.6M +10,026 New
HI
854
Hudock Inc
Pennsylvania
$11K
MCM
855
Manchester Capital Management
Vermont
$11K
TIM
856
Tortoise Investment Management
New York
$11K
CAL
857
Capital Analysts LLC
Pennsylvania
$11K +$6.7K +12 +120%
AWM
858
Atticus Wealth Management
Florida
$10K
LPWM
859
Lake Point Wealth Management
Texas
$10K
SA
860
SRH Advisors
Kansas
$10K
UIA
861
Ulland Investment Advisors
Minnesota
$9K +$1.68K +3 +20%
AW
862
Avion Wealth
Texas
$9K +$10K +18 New
BWM
863
Baystate Wealth Management
Massachusetts
$8K -$9.49K -17 -52%
LF
864
Lee Financial
Texas
$8K
PWMG
865
Prestige Wealth Management Group
New Jersey
$8K
FCMT
866
Founders Capital Management (Texas)
Texas
$8K +$8.93K +16 New
UCB
867
United Community Bank
South Carolina
$7.14K
EDRH
868
Edmond de Rothschild Holding
Switzerland
$7K
SIM
869
Studio Investment Management
Illinois
$7K +$8.37K +15 New
FGAM
870
Financial Gravity Asset Management
Texas
$6.29K -$2.28M -4,092 -24%
FSWA
871
Financial Synergies Wealth Advisors
Texas
$6.19K +$7.26K +13 New
SSG
872
Summit Securities Group
New York
$6K -$184K -329 -96%
TWP
873
TFO Wealth Partners
Ohio
$6K +$6.7K +12 New
AFG
874
Albion Financial Group
Utah
$5K
BCH
875
Berkshire Capital Holdings
California
$5K