Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
551
Global Wealth Strategies & Associates
Colorado
$20.2K – – –
PAM
552
Parvin Asset Management
South Dakota
$19.5K +$21.7K +400 New
CA
553
Clearstead Advisors
Ohio
$19.3K +$598 +11 +3%
GKIM
554
GW&K Investment Management
Massachusetts
$19K – – –
OC
555
Oarsman Capital
Wisconsin
$18.3K – – –
AAP
556
Arax Advisory Partners
Colorado
$18.2K +$19.6K +360 +3,000%
FP
557
Financial Perspectives
Minnesota
$17.8K – – –
AG
558
AmeriFlex Group
Nevada
$17.6K +$19.5K +359 New
BWAM
559
Boyd Watterson Asset Management
Ohio
$17.6K – – –
MCI
560
MRP Capital Investments
Georgia
$16.6K -$6.79K -125 -27%
PWA
561
Provenance Wealth Advisors
Florida
$16.1K – – –
CBT
562
CoreFirst Bank & Trust
Kansas
$14.6K – – –
EBA
563
Eagle Bay Advisors
New York
$14.5K -$21.9K -403 -58%
CA
564
Centerpoint Advisors
Massachusetts
$13K – – –
FWM
565
FSA Wealth Management
Massachusetts
$12.2K – – –
TC
566
Trust Company
Kansas
$12.2K – – –
PGAM
567
Princeton Global Asset Management
New Jersey
$12.1K +$272 +5 +2%
BCMLT
568
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K -$4.29K -79 -24%
SIS
569
Sound Income Strategies
Florida
$11.7K -$15.8K -291 -55%
BWM
570
Bullock Wealth Management
Indiana
$11.5K -$4.73K -87 -27%
CA
571
Continuum Advisory
Idaho
$11.4K – – –
PTC
572
Private Trust Company
Ohio
$11.3K – – –
CMP
573
Coston McIsaac & Partners
Maine
$11K – – –
SFGP
574
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7K +$12K +220 New
FA
575
Fedenia Advisers
Wisconsin
$10.1K +$11.2K +206 New