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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1126
Plante Moran Financial Advisors
Michigan
$13K – – –
TAIM
1127
TD Ameritrade Investment Management
Nebraska
$13K +$4.58K +25 +68%
WAS
1128
Winch Advisory Services
Wisconsin
$13K +$11.4K +62 New
NIM
1129
NuWave Investment Management
New Jersey
$12K -$53K -289 -84%
RA
1130
Rational Advisors
New York
$12K -$24.8K -135 -70%
PB
1131
Pinnacle Bancorp
Nebraska
$12K -$7.33K -40 -40%
FNBOSM
1132
First National Bank of South Miami
Florida
$12K – – –
LFG
1133
Larson Financial Group
Missouri
$12K – – –
PWP
1134
Personal Wealth Partners
Minnesota
$12K – – –
EWA
1135
Evolution Wealth Advisors
Florida
$12K +$5.87K +32 +123%
LFG
1136
LifePlan Financial Group
Ohio
$11K – – –
TF
1137
TimeScale Financial
Massachusetts
$11K – – –
IFAM
1138
Institutional & Family Asset Management
Colorado
$11K +$2.57K +14 +36%
BWL
1139
Bogart Wealth LLC
Virginia
$11K +$5.68K +31 +141%
RCA
1140
Ranch Capital Advisors
Florida
$11K +$9.72K +53 New
KFS
1141
Kelly Financial Services
Massachusetts
$10.4K – – –
VCS
1142
Vaughan & Co Securities
New Jersey
$10.2K +$9.17K +50 New
CM
1143
Capula Management
Cayman Islands
$10K -$770K -4,200 -99%
MCM
1144
MV Capital Management
Maryland
$10K -$2.38K -13 -21%
ONST
1145
Old North State Trust
North Carolina
$10K – – –
TIM
1146
Tortoise Investment Management
New York
$10K – – –
OC
1147
Oakworth Capital
Alabama
$9K -$25.5K -139 -76%
AF
1148
Arrow Financial
New York
$9K – – –
SFG
1149
Sowa Financial Group
Rhode Island
$9K +$7.7K +42 New
IRC
1150
Investors Research Corp
Georgia
$8K – – –