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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
1201
JDM Financial Group
Texas
$8.21K – – –
GIA
1202
GHP Investment Advisors
Colorado
$7.97K – – –
SC
1203
SouthState Corp
Florida
$7.69K +$1.57K +34 +26%
WIM
1204
Westside Investment Management
California
$7.46K – – –
BCM
1205
Boreal Capital Management
Florida
$6.99K – – –
CWA
1206
Carolina Wealth Advisors
South Carolina
$6.99K – – –
PS
1207
Planning Strategies
Pennsylvania
$6.81K +$6.75K +146 New
TVWM
1208
Tower View Wealth Management
Wisconsin
$6.66K +$46 +1 +0.7%
ACA
1209
American Capital Advisory
Idaho
$6.57K +$694 +15 +12%
KFP
1210
Kerr Financial Planning
California
$6.49K +$93 +2 +0%
IPS
1211
Investors Portfolio Services
Washington
$6.39K +$1.11K +24 +21%
APW
1212
Aventura Private Wealth
Florida
$6.29K – – –
CTA
1213
Colonial Trust Advisors
South Carolina
$6.29K +$2.4K +52 +63%
HFS
1214
Hughes Financial Services
Virginia
$6.25K +$2.04K +44 +49%
VWA
1215
Valued Wealth Advisors
Utah
$6.24K -$3.52K -76 -36%
PWA
1216
Principia Wealth Advisory
Texas
$6.01K +$2.5K +54 +72%
CFM
1217
Compass Financial Management
Florida
$5.78K +$5.74K +124 New
FAM
1218
Fulcrum Asset Management
United Kingdom
$5.75K +$5.64K +122 New
TIM
1219
Thompson Investment Management
Wisconsin
$5.04K – – –
ABWM
1220
Alpine Bank Wealth Management
Colorado
$4.99K +$4.95K +107 New
FMP
1221
Financial Management Professionals
Texas
$4.94K +$2.45K +53 +100%
JSAM
1222
J. Safra Asset Management
New York
$4.89K – – –
RIAS
1223
Rachor Investment Advisory Services
Michigan
$4.75K +$46 +1 +1%
MFS
1224
Montgomery Financial Services
Maryland
$4.66K +$4.63K +100 New
Kayne Anderson Rudnick Investment Management
1225
Kayne Anderson Rudnick Investment Management
California
$4.45K +$3.56K +77 +428%