Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1326
Blue Bell Private Wealth Management
Pennsylvania
$7.79K – – –
TCM
1327
Tradewinds Capital Management
Washington
$7.71K – – –
NOI
1328
Newton One Investments
Delaware
$7.55K +$8.77K +188 New
CAM
1329
Close Asset Management
United Kingdom
$7K – – –
VCM
1330
Versant Capital Management
Arizona
$6.98K -$5.13K -110 -39%
FCT
1331
First Community Trust
Iowa
$6.82K -$7.42K -159 -48%
TCM
1332
TruNorth Capital Management
Michigan
$6.62K -$5.88K -126 -43%
WA
1333
Whipplewood Advisors
Colorado
$6.58K +$7.65K +164 New
WIM
1334
Westside Investment Management
California
$6.5K – – –
SWC
1335
Spectrum Wealth Counsel
Indiana
$6.34K -$5.65K -121 -43%
FFWM
1336
Future Financial Wealth Management
Ohio
$6.02K +$7K +150 New
WA
1337
WPG Advisers
Maryland
$5.98K +$6.95K +149 New
RAM
1338
Riggs Asset Management
Pennsylvania
$5.92K -$7K -150 -50%
SWA
1339
SOA Wealth Advisors
New York
$5.9K -$7.79K -167 -53%
GIS
1340
Grayhawk Investment Strategies
Alberta, Canada
$5.78K – – –
PWMG
1341
Prestige Wealth Management Group
New Jersey
$5.7K – – –
RWM
1342
Ruedi Wealth Management
Illinois
$5.34K – – –
KG
1343
Kieckhefer Group
Wisconsin
$5.14K +$5.97K +128 New
HGERS
1344
Householder Group Estate & Retirement Specialist
Arizona
$5K -$22.1K -473 -79%
HIIFS
1345
Harel Insurance Investments & Financial Services
Israel
$5K – – –
POIA
1346
Pin Oak Investment Advisors
Texas
$5K – – –
SC
1347
Steph & Co
Wisconsin
$4.9K – – –
UBP
1348
Union Bancaire Privee
Switzerland
$4.81K +$5.69K +122 New
BIA
1349
Bell Investment Advisors
California
$4.66K -$3.87K -83 -42%
MA
1350
MCF Advisors
Kentucky
$4.62K -$327 -7 -6%