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Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
3701
Knights of Columbus Asset Advisors
Connecticut
$23.8K – – –
BMC
3702
Bear Mountain Capital
Washington
$23.1K – – –
EFP
3703
EnRich Financial Partners
Wisconsin
$23K +$9.8K +64 +67%
RCA
3704
Runnymede Capital Advisors
Ohio
$20.9K +$22K +144 New
RTL
3705
Red Tortoise LLC
Georgia
$20.4K -$1.23K -8 -5%
GLF
3706
Groupe la Francaise
France
$19.5K +$12.4K +81 New
EA
3707
Evolution Advisers
Virginia
$19K – – –
CWP
3708
Clark Wealth Partners
Illinois
$18.9K +$19.9K +130 New
LAM
3709
Lummis Asset Management
Texas
$18.4K – – –
FCG
3710
Financial Connections Group
California
$18K – – –
CFS
3711
Compass Financial Services
Iowa
$17.1K +$18.1K +118 New
MBFW
3712
Morton Brown Family Wealth
Pennsylvania
$17.1K +$7.65K +50 +74%
FIA
3713
FPC Investment Advisory
California
$16.6K +$17K +111 New
OAJ
3714
Ogorek Anthony Joseph
New York
$16K +$153 +1 +0.9%
HWM
3715
HighMark Wealth Management
Minnesota
$15.6K -$87.1K -569 -84%
VFIC
3716
Valley Forge Investment Consultants
Pennsylvania
$14.5K -$58.2K -380 -79%
RF
3717
Robbins Farley
New Hampshire
$14.5K – – –
IA
3718
IFS Advisors
Kansas
$14K +$11.2K +73 +304%
SIM
3719
Synergy Investment Management
Florida
$12.9K +$13.8K +90 New
IMC
3720
Investment Management Corporation
Virginia
$12.6K +$13.3K +87 New
GWMI
3721
Guardian Wealth Management (Illinois)
Illinois
$11.9K – – –
TVWM
3722
Tower View Wealth Management
Wisconsin
$11.7K +$153 +1 +1%
HHGA
3723
Halbert Hargrove Global Advisors
California
$11.7K +$12.2K +80 New
MWA
3724
Moser Wealth Advisors
Washington
$11.6K – – –
AIP
3725
Alexis Investment Partners
Texas
$10.7K +$11.3K +74 New