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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1251
Human Investing
Oregon
$4K – – –
MFT
1252
Moisand Fitzgerald Tamayo
Florida
$4K – – –
PCFFS
1253
Pacific Center for Financial Services
California
$4K – – –
POIA
1254
Pin Oak Investment Advisors
Texas
$4K – – –
RCC
1255
Red Cedar Capital
Nebraska
$4K – – –
KFS
1256
Kelly Financial Services
Massachusetts
$3.21K +$878 +17 +41%
CWA
1257
Carolina Wealth Advisors
South Carolina
$3K – – –
CMA
1258
Cedar Mountain Advisors
Oregon
$3K – – –
RIA
1259
RPG Investment Advisory
California
$3K – – –
SL
1260
Savior LLC
Massachusetts
$3K – – –
CFG
1261
CKW Financial Group
Hawaii
$3K +$52 +1 +2%
NCM
1262
New Capital Management
Texas
$3K +$2.58K +50 New
DWMG
1263
DB Wealth Management Group
California
$3K +$2.63K +51 New
BHWM
1264
Bay Harbor Wealth Management
Maryland
$2K – – –
Sageworth Trust
1265
Sageworth Trust
Pennsylvania
$2K – – –
SA
1266
SRH Advisors
Kansas
$2K – – –
HWM
1267
HighMark Wealth Management
Minnesota
$2K +$52 +1 +3%
CWM
1268
Cedar Wealth Management
California
$2K +$1.45K +28 New
BII
1269
Bainco International Investors
Massachusetts
$2K +$1.81K +35 New
LS
1270
Leelyn Smith
Illinois
$2K +$1.81K +35 New
SFO
1271
Standard Family Office
South Dakota
$2K +$2.01K +39 New
TIAM2
1272
Tru Independence Asset Management 2
Oregon
$2K +$2.22K +43 New
Edmond de Rothschild Holding
1273
Edmond de Rothschild Holding
Switzerland
$1K – – –
Fidelity International
1274
Fidelity International
Bermuda
$1K – – –
Harel Insurance Investments & Financial Services
1275
Harel Insurance Investments & Financial Services
Israel
$1K – – –