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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1301
JPL Wealth Management
Colorado
$7.5K +$7.06K +24 New
KHC
1302
Koesten Hirschmann & Crabtree
Kansas
$7.29K – – –
MSWM
1303
Mowery & Schoenfeld Wealth Management
Illinois
$7.21K – – –
ITIM
1304
Indiana Trust & Investment Management
Indiana
$7.19K – – –
RWM
1305
Raffa Wealth Management
District of Columbia
$7.19K – – –
FPF
1306
First Pacific Financial
Washington
$6.88K – – –
KG
1307
Kilter Group
New York
$6.88K – – –
KPP
1308
Kings Path Partners
Texas
$6.88K – – –
ACA
1309
American Capital Advisory
Idaho
$6.56K – – –
TWD
1310
True Wealth Design
Ohio
$6.25K – – –
GLF
1311
Groupe la Francaise
France
$6.25K +$5.88K +20 New
HWA
1312
Heartwood Wealth Advisors
Virginia
$6.25K +$5.88K +20 New
RWS
1313
Retirement Wealth Solutions
Wisconsin
$6.16K +$5.88K +20 New
WWA
1314
Wealth Watch Advisors
Colorado
$5.94K +$5.59K +19 New
MAM
1315
Marquette Asset Management
Minnesota
$5.31K +$5K +17 New
RF
1316
Rossby Financial
Florida
$5.3K +$3.24K +11 +183%
FUBT
1317
First United Bank & Trust
Maryland
$5.05K +$4.71K +16 New
NSIM
1318
North Star Investment Management
Illinois
$5.03K – – –
RWM
1319
Rialto Wealth Management
New York
$5K +$883 +3 +23%
PCM
1320
Penserra Capital Management
California
$5K – – –
DRP
1321
Decker Retirement Planning
Utah
$4.69K – – –
JGIA
1322
Jackson Grant Investment Advisers
Connecticut
$4.38K – – –
TIM
1323
Tortoise Investment Management
New York
$4.38K +$2.06K +7 +100%
DF
1324
DecisionPoint Financial
Arizona
$4.37K – – –
TFM
1325
TFC Financial Management
Massachusetts
$4.07K – – –