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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1301
LRI Investments
Florida
$27.3K – – –
BW
1302
Basepoint Wealth
Iowa
$27.3K -$2.44K -7 -7%
AEPWM
1303
Atlantic Edge Private Wealth Management
Florida
$26.7K – – –
SN
1304
Sittner & Nelson
Oregon
$26.7K – – –
S
1305
Sachetta
Massachusetts
$26.7K +$1.05K +3 +4%
BC
1306
Bayforest Capital
United Kingdom
$26.7K +$29.7K +85 New
TM
1307
Torren Management
California
$26.1K -$121K -346 -81%
SS
1308
SBI Securities
Japan
$25.4K -$1.75K -5 -6%
SGK
1309
Steigerwald Gordon & Koch
Virginia
$24.8K – – –
HDIM
1310
Hanson & Doremus Investment Management
Vermont
$24K -$9.43K -27 -26%
NI
1311
NCP Inc
California
$23.9K – – –
Vanguard National Trust
1312
Vanguard National Trust
Pennsylvania
$22.6K +$25.1K +72 New
TGY2IT
1313
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$21.4K +$23.7K +68 New
KAS
1314
Kemnay Advisory Services
New York
$21K -$2.44K -7 -9%
GSWM
1315
Golden State Wealth Management
California
$20.8K – – –
RA
1316
Rational Advisors
New York
$20.7K – – –
CCC
1317
Chelsea Counsel Company
California
$20.4K – – –
DWP
1318
Destiny Wealth Partners
Florida
$20.4K +$22.7K +65 New
AW
1319
Avion Wealth
Texas
$20K +$2.1K +6 +10%
FLP
1320
Financial Life Planners
Arizona
$19.6K +$21.6K +62 New
1CP
1321
1015 Capital Partners
Pennsylvania
$18.8K +$349 +1 +2%
TIAA Trust, National Association
1322
TIAA Trust, National Association
North Carolina
$16.3K -$3.18M -9,104 -99%
DF
1323
Dunhill Financial
United Kingdom
$16.1K +$349 +1 +2%
PGAM
1324
Princeton Global Asset Management
New Jersey
$16K – – –
SR
1325
Swiss Re
Switzerland
$15.7K – – –