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Name Holding Trade Value Shares
Change
Change in
Stake
NICM
1226
Neo Ivy Capital Management
New York
$40K -$914K -5,082 -96%
CA
1227
Centerpoint Advisors
Massachusetts
$40K
KC
1228
Knuff & Co
California
$39.7K +$36K +200 New
RFG
1229
REAP Financial Group
Texas
$39.5K +$35.8K +199 New
TFGT
1230
TS Financial Group (TSFG)
Illinois
$38K
CT
1231
Clearstead Trust
Maine
$37.6K +$180 +1 +0.5%
BONH
1232
Bank of New Hampshire
New Hampshire
$37.5K
DCP
1233
DSM Capital Partners
Florida
$37.5K +$34K +189 New
LOIP
1234
Live Oak Investment Partners
Texas
$35.7K
ZB
1235
Zions Bancorporation
Utah
$33.7K +$180 +1 +0.6%
ACA
1236
American Capital Advisory
Idaho
$33.7K +$30.6K +170 New
GFPC
1237
Global Financial Private Client
Florida
$33.3K
CSWM
1238
Cassady Schiller Wealth Management
Ohio
$32.9K
SWM
1239
Sugarloaf Wealth Management
Georgia
$32.7K
RF
1240
Robbins Farley
New Hampshire
$31.9K
FWM
1241
Focused Wealth Management
New York
$31.8K
DFA
1242
DHJJ Financial Advisors
Illinois
$31.7K
C
1243
Covestor
United Kingdom
$31K +$719 +4 +3%
TIM
1244
Tortoise Investment Management
New York
$30.5K +$5.04K +28 +22%
MLA
1245
MB, Levis & Associates
Pennsylvania
$29.8K
TIM
1246
Thompson Investment Management
Wisconsin
$29.2K
CFD
1247
Creative Financial Designs
Indiana
$29K
FRA
1248
Front Row Advisors
California
$28.8K
FFO
1249
Fortitude Family Office
Arizona
$28.6K +$25.9K +144 New
M
1250
MOTCO
Texas
$28.4K +$25.7K +143 New