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Name Holding Trade Value Shares
Change
Change in
Stake
KFG
1201
Kingdom Financial Group
Arizona
$24.3K +$18.4K +64 +291%
AEPWM
1202
Atlantic Edge Private Wealth Management
Florida
$24.1K – – –
SN
1203
Sittner & Nelson
Oregon
$24.1K – – –
APFP
1204
Action Point Financial Planning
Michigan
$23.8K +$25.7K +89 New
TM
1205
Torren Management
California
$23.6K – – –
CWA
1206
Carolina Wealth Advisors
South Carolina
$23.2K -$1.49M -5,182 -98%
SS
1207
SBI Securities
Japan
$23.2K +$288 +1 +1%
SL
1208
Salomon & Ludwin
Virginia
$23.1K -$21.6K -75 -48%
SGK
1209
Steigerwald Gordon & Koch
Virginia
$22.4K – – –
SC
1210
Steph & Co
Wisconsin
$22.1K -$25.9K -90 -54%
HDIM
1211
Hanson & Doremus Investment Management
Vermont
$22K – – –
CFM
1212
Cornerstone Financial Management
Massachusetts
$21.2K +$8.94K +31 +70%
CFM
1213
Compass Financial Management
Florida
$20.9K +$21.3K +74 New
FFO
1214
Fortitude Family Office
Arizona
$20.7K -$8.36K -29 -28%
CA
1215
Crewe Advisors
Utah
$20.7K +$6.92K +24 +49%
Vanguard National Trust
1216
Vanguard National Trust
Pennsylvania
$20.4K – – –
RA
1217
Rational Advisors
New York
$20.1K +$1.44K +5 +8%
JSAM
1218
J. Safra Asset Management
New York
$20.1K +$16.1K +56 +373%
OC
1219
Oakworth Capital
Alabama
$19.8K -$99.2K -344 -83%
PB
1220
Pinnacle Bancorp
Nebraska
$19.8K -$6.63K -23 -25%
GSWM
1221
Golden State Wealth Management
California
$18.7K – – –
CCC
1222
Chelsea Counsel Company
California
$18.4K – – –
FLP
1223
Financial Life Planners
Arizona
$17.7K – – –
SC
1224
Stance Capital
Massachusetts
$17.5K -$486K -1,687 -96%
IGAM
1225
iA Global Asset Management
Quebec, Canada
$17K +$17.3K +60 New