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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
901
Lake Street Private Wealth
Illinois
$55K +$63.9K +195 New
NSIM
902
North Star Investment Management
Illinois
$53K -$2.95K -9 -5%
ODG
903
O'Dell Group
Ohio
$51K +$59.3K +181 New
BAM
904
Barrett Asset Management
New York
$50K -$188K -575 -77%
HCP
905
Hexagon Capital Partners
Arkansas
$50K
CFGS
906
Concourse Financial Group Securities
Alabama
$49K +$32.8K +100 +139%
HIIFS
907
Harel Insurance Investments & Financial Services
Israel
$48K +$11.5K +35 +26%
SCM
908
Silvant Capital Management
Georgia
$46K
TC
909
Trust Company
Kansas
$46K
GLLW
910
Graves Light Lenhart Wealth
Virginia
$46K +$15.4K +47 +41%
HIA
911
Harbor Investment Advisory
Maryland
$45K
SC
912
Sierra Capital
Florida
$43K
HI
913
Hudock Inc
Pennsylvania
$41K -$1.64K -5 -3%
BWA
914
BDO Wealth Advisors
Florida
$41K
RA
915
Resolute Advisors
California
$41K
BC
916
Bartlett & Co
Ohio
$40K -$38K -116 -45%
BCWM
917
Bartlett & Co Wealth Management
Ohio
$39.6K -$38K -116 -45%
AWM
918
Accel Wealth Management
Iowa
$39K
GCM
919
Gables Capital Management
Florida
$38K
MHR
920
Matthew Hamilton Rosenberg
$38K +$8.19K +25 +23%
TCWM
921
Total Clarity Wealth Management
Illinois
$38K +$44.2K +135 New
FF
922
FourThought Financial
Florida
$37K
FCMT
923
Founders Capital Management (Texas)
Texas
$37K +$42.6K +130 New
PCH
924
Polar Capital Holdings
United Kingdom
$35.4K
1IA
925
1834 Investment Advisors
Wisconsin
$35K