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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1951
Boreal Capital Management
Florida
$16.8K – – –
LAS
1952
Lloyd Advisory Services
Georgia
$16.7K +$15.9K +559 New
CFG
1953
Clayton Financial Group
Missouri
$16.3K +$13K +454 +499%
SC
1954
Swan Capital
Florida
$16.2K – – –
OAJ
1955
Ogorek Anthony Joseph
New York
$16K +$3.6K +126 +29%
IRAG
1956
Investment Research & Advisory Group
Georgia
$15.9K – – –
WA
1957
Whipplewood Advisors
Colorado
$15.9K +$599 +21 +4%
LIA
1958
Luken Investment Analytics
Tennessee
$15.8K – – –
BSC
1959
Brown Shipley & Co
United Kingdom
$14.9K +$14.3K +500 New
NOI
1960
Newton One Investments
Delaware
$14.7K – – –
EWA
1961
EQ Wealth Advisors
Texas
$14.4K +$13.8K +482 New
CSC
1962
Caldwell Sutter Capital
California
$14.1K +$4.45K +156 +49%
SHF
1963
Safe Harbor Fiduciary
Florida
$14.1K +$13.5K +473 New
HWP
1964
Highline Wealth Partners
California
$14K -$5.65K -198 -30%
HIIFS
1965
Harel Insurance Investments & Financial Services
Israel
$14K – – –
TFM
1966
TFC Financial Management
Massachusetts
$13.9K +$5.28K +185 +66%
LWMI
1967
Legacy Wealth Management (Idaho)
Idaho
$13.8K +$6.11K +214 +87%
CG
1968
Curat Global
New Hampshire
$13.6K – – –
BTD
1969
BankPlus Trust Department
Mississippi
$13.5K – – –
BC
1970
Broadwater Capital
Massachusetts
$13.4K – – –
OC
1971
Optima Capital
Oregon
$13.1K +$12.5K +438 New
FFO
1972
Fortitude Family Office
Arizona
$13.1K -$28.5K -998 -70%
TFGT
1973
TS Financial Group (TSFG)
Illinois
$13K -$21.4K -749 -63%
MCA
1974
Maryland Capital Advisors
Maryland
$12.7K – – –
AF
1975
Aviso Financial
Ontario, Canada
$12K -$164K -5,735 -93%