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Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
501
Kathleen S. Wright Associates
Pennsylvania
$60K +$62.5K +400 New
PIMH
502
Prudence Investment Management (HK)
Hong Kong
$60K +$62.5K +400 New
UB
503
UMB Bank
Missouri
$60K +$62.5K +400 New
ZIG
504
Zullo Investment Group
Pennsylvania
$60K +$62.5K +400 New
CWP
505
Concord Wealth Partners
Virginia
$57K +$36.7K +235 +161%
LJHT
506
Laurie J. Hall Trustee
$55K
CFD
507
Creative Financial Designs
Indiana
$52K
CTC
508
Central Trust Company
Missouri
$51K -$2.5K -16 -4%
MAM
509
McCarthy Asset Management
California
$49K
NFSG
510
Newbridge Financial Services Group
Florida
$45K -$15.6K -100 -25%
JC
511
JBF Capital
Colorado
$45K
CA
512
Clearstead Advisors
Ohio
$42K +$2.34K +15 +6%
RA
513
Resolute Advisors
California
$41K
JWM
514
Janiczek Wealth Management
Colorado
$39K -$2.65K -17 -6%
LWP
515
Lumature Wealth Partners
Georgia
$37K
OC
516
Oakworth Capital
Alabama
$37K
MFT
517
Moisand Fitzgerald Tamayo
Florida
$36K
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$34.8K +$13.7K +88 +60%
AF
519
Allworth Financial
California
$34K
KPCM
520
Kings Point Capital Management
New York
$33K -$937 -6 -3%
FF
521
FourThought Financial
Florida
$33K -$781 -5 -2%
MW
522
Milestone Wealth
New York
$33K +$34.2K +219 New
SWM
523
Sugarloaf Wealth Management
Georgia
$31K -$15.6K -100 -32%
LS
524
Leelyn Smith
Illinois
$30K -$31.2K -200 -50%
FHA
525
First Horizon Advisors
Tennessee
$30K -$2.03K -13 -6%