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Name Holding Trade Value Shares
Change
Change in
Stake
ACK
3001
Andrew C. Karlinski
$33K
AWM
3002
Avondale Wealth Management
Texas
$32K
CH
3003
Canton Hathaway
Rhode Island
$32K
OCM
3004
Orion Capital Management
California
$32K
APW
3005
Axim Planning & Wealth
Ohio
$32K +$36.5K +221 New
HS
3006
Horan Securities
United States
$30K -$7.27K -44 -17%
PCC
3007
Park Circle Company
Maryland
$29K
CP
3008
Castleview Partners
Texas
$28.8K -$537K -3,249 -99%
HFS
3009
HBC Financial Services
Washington
$28K
BFG
3010
Baron Financial Group
New Jersey
$25K
HIM
3011
Hillsdale Investment Management
Ontario, Canada
$24K -$98.7K -597 -78%
LPWM
3012
Lake Point Wealth Management
Texas
$24K
TWP
3013
TFO Wealth Partners
Ohio
$24K +$27.4K +166 New
NL
3014
NVWM LLC
Pennsylvania
$23K -$34.5K -209 -57%
LWP
3015
Laurel Wealth Planning
Minnesota
$23K
MUMSS
3016
Mitsubishi UFJ Morgan Stanley Securities
Japan
$23K
HF
3017
Halpern Financial
Virginia
$22.7K +$9.42K +57 +57%
CJL
3018
Cyrus J. Lawrence
New York
$22K
YAL
3019
Your Advocates Ltd
Texas
$22K
DTIM
3020
Danda Trouve Investment Management
Kansas
$20K
ST
3021
Sageworth Trust
Pennsylvania
$19K
BAM
3022
Byrne Asset Management
New Jersey
$18K -$2.48K -15 -11%
SPWG
3023
Sage Private Wealth Group
Illinois
$18K
BI
3024
Bramshill Investments
Florida
$18K +$23.6K +143 New
ARIS
3025
Advanced Research Investment Solutions
California
$17K