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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1526
Clear Point Advisors
New York
$40K – – –
KFS
1527
Kelly Financial Services
Massachusetts
$38.9K – – –
CSC
1528
Caldwell Sutter Capital
California
$38.1K -$72.4K -220 -68%
OIA
1529
Optimum Investment Advisors
Illinois
$38.1K – – –
HWM
1530
Horizons Wealth Management
North Carolina
$38.1K – – –
VWM
1531
Venturi Wealth Management
Texas
$36.7K +$8.89K +27 +36%
VAG
1532
VisionPoint Advisory Group
Texas
$35.6K -$1.65K -5 -5%
HWA
1533
HHM Wealth Advisors
Tennessee
$35.2K -$8.89K -27 -22%
PA
1534
PSI Advisors
Florida
$35.2K – – –
FFO
1535
Fortitude Family Office
Arizona
$34.9K – – –
MSG
1536
Main Street Group
Virginia
$34.6K – – –
KHC
1537
Koesten Hirschmann & Crabtree
Kansas
$34.1K – – –
GCM
1538
Gables Capital Management
Florida
$33.4K – – –
OIAM
1539
OFI Invest Asset Management
France
$33.3K +$2.63K +8 +9%
PAG
1540
Paladin Advisory Group
Iowa
$32.8K – – –
QL
1541
Quarry LP
New York
$32.7K +$29.6K +90 New
PMFA
1542
Plante Moran Financial Advisors
Michigan
$32K -$3.29K -10 -10%
FFWA
1543
FRG Family Wealth Advisors
Washington
$31.4K +$29K +88 New
MSWM
1544
Mowery & Schoenfeld Wealth Management
Illinois
$30.9K – – –
TCCM
1545
Timber Creek Capital Management
Massachusetts
$30.9K – – –
GJIA
1546
Glass Jacobson Investment Advisors
Maryland
$30.1K – – –
JGIA
1547
Jackson Grant Investment Advisers
Connecticut
$30.1K – – –
HBW
1548
Hazlett, Burt & Watson
West Virginia
$29K – – –
TIM
1549
Tortoise Investment Management
New York
$28.7K +$9.88K +30 +61%
CWM
1550
Cedar Wealth Management
California
$28.7K +$26K +79 New