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Name Holding Trade Value Shares
Change
Change in
Stake
DF
1901
Dunhill Financial
United Kingdom
$31.9K +$1.43K +16 +5%
CIAS
1902
CBIZ Investment Advisory Services
Ohio
$31.1K
CT
1903
Coastline Trust
Rhode Island
$31K
TCM
1904
Timbuktu Capital Management
Massachusetts
$31K +$26.8K +300 New
JSAM
1905
J. Safra Asset Management
New York
$30.4K -$16.6K -186 -39%
BHWM
1906
Beaird Harris Wealth Management
Texas
$30.2K +$17.4K +195 +201%
OW
1907
Olistico Wealth
Oklahoma
$30K
BAM
1908
Bellevue Asset Management
Washington
$29.7K +$714 +8 +3%
BTC
1909
Bank & Trust Company
Illinois
$29.5K
MCA
1910
McGuire Capital Advisors
Oklahoma
$28K +$89 +1 +0.4%
CAC
1911
Core Alternative Capital
Georgia
$27.5K
KG
1912
Kilter Group
New York
$27.3K +$1.34K +15 +6%
APW
1913
Aventura Private Wealth
Florida
$27.2K +$5.45K +61 +30%
KSB
1914
Kennebec Savings Bank
Maine
$26.1K
JGCM
1915
Joseph Group Capital Management
Ohio
$26.1K +$11.6K +130 +107%
FGA
1916
Fortis Group Advisors
New Jersey
$25.9K
PCFFS
1917
Pacific Center for Financial Services
California
$25.9K
HFS
1918
Horizon Financial Services
North Carolina
$25.7K +$625 +7 +3%
CTB
1919
Country Trust Bank
Illinois
$25.1K +$17.9K +200 +465%
FCMT
1920
Founders Capital Management (Texas)
Texas
$24.5K
WAG
1921
Wilkerson Advisory Group
Missouri
$24.5K +$6.16K +69 +41%
FIM
1922
FWL Investment Management
Texas
$23.8K +$20.5K +230 New
CWM
1923
Consultiva Wealth Management
Puerto Rico
$23K
HFS
1924
Hughes Financial Services
Virginia
$22.9K +$8.48K +95 +75%
DF
1925
Downshift Financial
Colorado
$22.6K +$19.5K +218 New