Name Holding Trade Value Shares
Change
Change in
Stake
MEG
2051
Millstone Evans Group
Colorado
$13.6K – – –
HFS
2052
Hughes Financial Services
Virginia
$13.5K +$13.8K +80 New
NCM
2053
Northwest Capital Management
Oregon
$13.3K -$71.5K -413 -84%
WA
2054
WPG Advisers
Maryland
$13.1K +$1.39K +8 +12%
MBFW
2055
Morton Brown Family Wealth
Pennsylvania
$13K +$2.77K +16 +27%
CT
2056
Clearstead Trust
Maine
$13K +$9.87K +57 +300%
BC
2057
Broadwater Capital
Massachusetts
$12.8K -$3.46K -20 -21%
PCM
2058
Palouse Capital Management
Washington
$12.8K – – –
PFG
2059
Putney Financial Group
California
$12.8K – – –
NSG
2060
Nalls Sherbakoff Group
Tennessee
$12.6K +$12.8K +74 New
TCM
2061
TD Capital Management
Tennessee
$11.9K +$3.46K +20 +40%
IWM
2062
IMG Wealth Management
Florida
$11.8K – – –
FAM
2063
Flaharty Asset Management
Florida
$11.3K +$11.4K +66 New
SC
2064
Steph & Co
Wisconsin
$10.4K +$2.6K +15 +33%
CG
2065
Curat Global
New Hampshire
$10.3K +$18.2K +105 New
SIM
2066
Synergy Investment Management
Florida
$10.1K – – –
OAJ
2067
Ogorek Anthony Joseph
New York
$10K +$5.02K +29 +97%
CAM
2068
Chesapeake Asset Management
New York
$9.38K -$865 -5 -8%
PPC
2069
Park Place Capital
Alabama
$9.04K +$865 +5 +10%
PP
2070
PrairieView Partners
Minnesota
$9K – – –
BI
2071
Binnacle Investments
Iowa
$8.87K +$9K +52 New
SIM
2072
Studio Investment Management
Illinois
$8.53K -$4.33K -25 -33%
BCM
2073
Blume Capital Management
California
$8.53K – – –
HFS
2074
Hopwood Financial Services
Virginia
$8.53K – – –
TLA
2075
Tanglewood Legacy Advisors
Texas
$8.53K – – –