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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1401
Mendota Financial Group
Wisconsin
$50.5K -$43.9K -125 -46%
MCM
1402
MV Capital Management
Maryland
$49.9K – – –
T
1403
Transce3nd
Texas
$49.8K +$48.8K +139 New
LJHT
1404
Laurie J. Hall Trustee
$49K – – –
BA
1405
Bellwether Advisors
Nebraska
$47.8K +$48.1K +137 New
DPW
1406
DiNuzzo Private Wealth
Pennsylvania
$45.7K – – –
WIM
1407
Westside Investment Management
California
$45.3K – – –
PSFG
1408
Park Square Financial Group
Georgia
$45.3K +$45.7K +130 New
Harel Insurance Investments & Financial Services
1409
Harel Insurance Investments & Financial Services
Israel
$45K -$45.3K -129 -50%
OFI Invest Asset Management
1410
OFI Invest Asset Management
France
$44.1K +$46K +131 New
WFA
1411
West Financial Advisors
Iowa
$43.9K – – –
RDFA
1412
Ritter Daniher Financial Advisory
Ohio
$43.6K +$33.4K +95 +317%
Kestra Investment Management
1413
Kestra Investment Management
Texas
$43.4K +$43.9K +125 New
LI
1414
LRI Investments
Florida
$41.8K – – –
PWMG
1415
Private Wealth Management Group
New Jersey
$41.1K – – –
CSPIA
1416
Cary Street Partners Investment Advisory
Virginia
$39K -$319K -908 -89%
HNW
1417
High Note Wealth
Minnesota
$38.7K +$39K +111 New
ZB
1418
Zions Bancorporation
Utah
$38K -$99.4K -283 -72%
MCM
1419
Mainstream Capital Management
California
$37.6K +$37.9K +108 New
FFO
1420
Fortitude Family Office
Arizona
$37K – – –
KSWA
1421
Kathleen S. Wright Associates
Pennsylvania
$36.6K – – –
HCP
1422
Hexagon Capital Partners
Arkansas
$35.9K -$3.51K -10 -9%
RMP
1423
Richards, Merrill & Peterson
Washington
$35.6K +$35.8K +102 New
CWM
1424
CarsonAllaria Wealth Management
Illinois
$35.4K – – –
APW
1425
Atlantic Private Wealth
North Carolina
$34.9K – – –