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Name Holding Trade Value Shares
Change
Change in
Stake
T
2051
Transce3nd
Texas
$42.3K -$23.3K -17 -35%
BGAI
2052
Bruce G. Allen Investments
Colorado
$42.3K -$19.2K -14 -30%
CCA
2053
Catalyst Capital Advisors
New York
$42.3K – – –
BDPWM
2054
Barnes Dennig Private Wealth Management
Ohio
$42.3K +$43.9K +32 New
BHWM
2055
Beaird Harris Wealth Management
Texas
$41.4K – – –
RWS
2056
Retirement Wealth Solutions
Wisconsin
$40.9K +$5.48K +4 +15%
DIP
2057
DT Investment Partners
Pennsylvania
$40.9K +$42.5K +31 New
GCP
2058
Gill Capital Partners
Colorado
$40.9K +$42.5K +31 New
TTIC
2059
Tower Trust & Investment Company
Iowa
$40.9K +$42.5K +31 New
RWM
2060
RMG Wealth Management
Wisconsin
$40.7K +$21.9K +16 +160%
B
2061
Birchbrook
Maine
$39.6K – – –
WOSD
2062
WFA of San Diego
California
$39.6K – – –
NSIM
2063
North Star Investment Management
Illinois
$39.6K +$4.11K +3 +11%
SC
2064
Stance Capital
Massachusetts
$38.8K +$39.7K +29 New
WA
2065
Westfuller Advisors
New York
$38.5K -$162K -118 -80%
CAM
2066
Chesapeake Asset Management
New York
$38.3K – – –
HWA
2067
Heritage Wealth Advisors
Virginia
$37.6K +$39.7K +29 New
AP
2068
Atwood & Palmer
Missouri
$37K – – –
FFO
2069
Fortitude Family Office
Arizona
$37K -$5.48K -4 -13%
CJ
2070
Caitlin John
Michigan
$35.8K -$20.6K -15 -36%
CFM
2071
Cornerstone Financial Management
Massachusetts
$34.3K +$2.74K +2 +8%
PWA
2072
Principia Wealth Advisory
Texas
$34.3K +$9.59K +7 +37%
LAS
2073
Lloyd Advisory Services
Georgia
$34.1K +$6.85K +5 +24%
KFG
2074
Kingdom Financial Group
Arizona
$34.1K +$13.7K +10 +63%
BC
2075
Barrett & Company
Rhode Island
$33K – – –