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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1901
USA Financial Formulas
Michigan
$70.7K -$47.8K -149 -41%
OWA
1902
Opal Wealth Advisors
New York
$70.1K +$69K +215 New
PPC
1903
Park Place Capital
Alabama
$69.4K -$1.28K -4 -2%
CSC
1904
Caldwell Sutter Capital
California
$69.4K
HC
1905
Hurley Capital
New York
$66.9K +$65.8K +205 New
OSNBOA
1906
Old Second National Bank of Aurora
Illinois
$65.5K
BWAM
1907
Boyd Watterson Asset Management
Ohio
$65.2K
OW
1908
Olistico Wealth
Oklahoma
$65.2K
CAL
1909
Capital Advisors Ltd
Ohio
$65K +$21.8K +68 +52%
MSG
1910
Main Street Group
Virginia
$64.2K +$63.2K +197 New
JWM
1911
JPL Wealth Management
Colorado
$63.6K +$62.6K +195 New
CT
1912
Caldwell Trust
Florida
$63.2K
CPG
1913
Cornerstone Planning Group
New Jersey
$62.6K +$24.7K +77 +65%
TF
1914
Tompkins Financial
New York
$61.6K -$1.6K -5 -3%
CYG
1915
Clean Yield Group
Vermont
$60.9K
HWA
1916
HHM Wealth Advisors
Tennessee
$59.5K +$5.13K +16 +10%
ETS
1917
ESL Trust Services
New York
$58.7K
QL
1918
Quarry LP
New York
$58.7K +$49.4K +154 +592%
CCWM
1919
Cassaday & Co Wealth Management
Virginia
$57.8K +$56.8K +177 New
IW
1920
Imprint Wealth
South Carolina
$57.4K
S
1921
Sachetta
Massachusetts
$56.7K +$1.93K +6 +4%
LWM
1922
Lodestone Wealth Management
Washington
$56K
TC
1923
Truvestments Capital
Florida
$55.9K -$1.28K -4 -2%
TFM
1924
TFC Financial Management
Massachusetts
$55.4K -$4.17K -13 -7%
MAM
1925
Marquette Asset Management
Minnesota
$55.4K +$9.95K +31 +22%