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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Evolution Wealth Management
Florida
$35.7K +$41.8K +220 New
TSMHT
902
Thurston Springer Miller Herd & Titak
Indiana
$35.3K -$562K -2,960 -93%
PSB
903
Piscataqua Savings Bank
New Hampshire
$34.9K – – –
TC
904
Truvestments Capital
Florida
$34.7K – – –
LWM
905
Lodestone Wealth Management
Washington
$33.3K +$5.89K +31 +18%
CW
906
Curio Wealth
Maryland
$32.8K +$380 +2 +1%
OCM
907
Osterweis Capital Management
California
$32.3K – – –
ACM
908
Anfield Capital Management
California
$31.8K – – –
PWAM
909
Private Wealth Asset Management
Iowa
$31.5K -$105K -555 -74%
BOK Financial
910
BOK Financial
Oklahoma
$31.4K +$11.2K +59 +44%
WPA
911
Wealth Preservation Advisors
Tennessee
$30.1K +$35.1K +185 New
HBW
912
Hazlett, Burt & Watson
West Virginia
$28K – – –
BCM
913
Boreal Capital Management
Florida
$27.8K – – –
Smithfield Trust
914
Smithfield Trust
Pennsylvania
$27K – – –
WA
915
WPG Advisers
Maryland
$26.6K +$4.18K +22 +15%
HIA
916
Harbor Investment Advisory
Maryland
$26.2K -$36.9K -194 -55%
FFO
917
Fortitude Family Office
Arizona
$25.5K -$760 -4 -2%
TFIPS
918
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.2K – – –
CoreCap Advisors
919
CoreCap Advisors
Michigan
$25K +$9.5K +50 +48%
OAJ
920
Ogorek Anthony Joseph
New York
$25K +$190 +1 +0.6%
Salem Investment Counselors
921
Salem Investment Counselors
North Carolina
$24.6K +$28.5K +150 New
FWA
922
Flagship Wealth Advisors
Massachusetts
$24.3K – – –
GSEP
923
Golden State Equity Partners
California
$22.6K +$26.2K +138 New
Clearstead Advisors
924
Clearstead Advisors
Ohio
$22.4K -$65.2K -343 -71%
Bogart Wealth LLC
925
Bogart Wealth LLC
Virginia
$22.2K +$1.9K +10 +8%