Name Holding Trade Value Shares
Change
Change in
Stake
DTIM
1501
Danda Trouve Investment Management
Kansas
$9K – – –
DWA
1502
Delos Wealth Advisors
Texas
$9K – – –
RA
1503
Rise Advisors
New York
$9K +$4.76K +79 +134%
CI
1504
Cordant Inc
Oregon
$9K +$8.2K +136 New
CM
1505
Cornerstone Management
Georgia
$8.09K – – –
SC
1506
Steph & Co
Wisconsin
$8K -$59.2K -981 -89%
GWMI
1507
Guardian Wealth Management (Illinois)
Illinois
$8K – – –
OA
1508
Operose Advisors
Wisconsin
$8K – – –
PFA
1509
Professional Financial Advisors
Nebraska
$8K – – –
SMG
1510
Spectrum Management Group
Indiana
$8K – – –
ACK
1511
Andrew C. Karlinski
$8K +$7.72K +128 New
FMTCOCP
1512
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
GKIM
1513
GW&K Investment Management
Massachusetts
$7K +$6.33K +105 New
CI Investments Inc
1514
CI Investments Inc
Ontario, Canada
$6K – – –
CCA
1515
Column Capital Advisors
Indiana
$6K – – –
MS
1516
Mizuho Securities
Japan
$6K – – –
KFS
1517
Kelly Financial Services
Massachusetts
$5.8K +$2.9K +48 +112%
CWA
1518
Clearview Wealth Advisors
Oregon
$5K – – –
KA
1519
Kozak & Associates
Colorado
$5K – – –
RCC
1520
Red Cedar Capital
Nebraska
$5K – – –
PAG
1521
Paladin Advisory Group
Iowa
$5K +$4.76K +79 New
FFA
1522
Fairfield Financial Advisors
Massachusetts
$4.14K +$3.92K +65 New
SC
1523
Sierra Capital
Florida
$4K -$6.27K -104 -63%
EAM
1524
Eukles Asset Management
Ohio
$4K – – –
MFA
1525
McClarren Financial Advisors
Pennsylvania
$4K – – –