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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1451
Beaird Harris Wealth Management
Texas
$15.8K – – –
CAC
1452
Core Alternative Capital
Georgia
$15K – – –
GFPC
1453
Global Financial Private Client
Florida
$15K +$16.1K +18 New
TWD
1454
True Wealth Design
Ohio
$14.2K – – –
PMFA
1455
Plante Moran Financial Advisors
Michigan
$13.3K -$10.7K -12 -43%
CAM
1456
Chesapeake Asset Management
New York
$13.3K – – –
ITIM
1457
Indiana Trust & Investment Management
Indiana
$13.3K – – –
Nisa Investment Advisors
1458
Nisa Investment Advisors
Missouri
$13.3K +$8.05K +9 +129%
JFG
1459
JDM Financial Group
Texas
$12.5K – – –
TC
1460
Trust Company
Kansas
$12.5K – – –
SIS
1461
Strategic Investment Solutions
Illinois
$12.5K +$4.47K +5 +50%
DWM
1462
Dogwood Wealth Management
Kansas
$11.7K – – –
ETS
1463
ESL Trust Services
New York
$11.7K – – –
BCM
1464
Blume Capital Management
California
$11.7K +$3.58K +4 +40%
TPW
1465
Talon Private Wealth
Florida
$11.7K +$12.5K +14 New
BFA
1466
BBJS Financial Advisors
Washington
$10.8K +$11.6K +13 New
CIA
1467
Cape Investment Advisory
Georgia
$10.8K – – –
GJWM
1468
Gilliland Jeter Wealth Management
Arkansas
$10.8K – – –
VF
1469
VitalStone Financial
Texas
$10.8K – – –
AWM
1470
Activest Wealth Management
Florida
$10.8K +$11.6K +13 New
RWM
1471
Reston Wealth Management
Virginia
$10.8K +$11.6K +13 New
RCM
1472
Raleigh Capital Management
North Carolina
$10.1K – – –
OC
1473
Oakworth Capital
Alabama
$10K -$8.05K -9 -43%
TCM
1474
TruNorth Capital Management
Michigan
$10K – – –
PA
1475
PSI Advisors
Florida
$9.17K – – –