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Name Holding Trade Value Shares
Change
Change in
Stake
HC
1626
Hoese & Co
Minnesota
$12K
NOI
1627
Newton One Investments
Delaware
$12K
OCM
1628
Orion Capital Management
California
$12K
CFO
1629
CVA Family Office
Colorado
$12K +$12.3K +196 New
SCA
1630
Sandy Cove Advisors
Massachusetts
$12K +$12.8K +204 New
MW
1631
Milestone Wealth
New York
$12K +$13K +207 New
DFCM
1632
Dark Forest Capital Management
Puerto Rico
$11K -$98.8K -1,573 -89%
HI
1633
Hoey Investments
Pennsylvania
$11K
TCWM
1634
Total Clarity Wealth Management
Illinois
$10K
MSFP
1635
Mark Sheptoff Financial Planning
Connecticut
$10K +$8.67K +138 +431%
DWA
1636
Dougherty Wealth Advisers
Minnesota
$9K -$23.4K -373 -71%
WWM
1637
Wolff Wiese Magana
California
$9K
LAS
1638
Lloyd Advisory Services
Georgia
$9K +$5.72K +91 +172%
LFA
1639
Level Financial Advisors
New York
$9K +$9.17K +146 New
AIP
1640
Ahrens Investment Partners
Louisiana
$9K +$9.55K +152 New
SFG
1641
Steward Financial Group
Texas
$9K +$10.2K +162 New
TCWA
1642
Ten Capital Wealth Advisors
Washington
$8K -$1K -16 -11%
Kayne Anderson Rudnick Investment Management
1643
Kayne Anderson Rudnick Investment Management
California
$8K +$7.6K +121 +637%
HNWA
1644
Henrickson Nauta Wealth Advisors
Michigan
$8K +$8.48K +135 New
EA
1645
Evolution Advisers
Virginia
$8K +$9.55K +152 New
LWP
1646
Laurel Wealth Planning
Minnesota
$7K
CAL
1647
Capital Advisors Ltd
Ohio
$7K +$1.45K +23 +24%
RI
1648
Rinkey Investments
California
$7K +$7.04K +112 New
FWA
1649
FSC Wealth Advisors
New York
$7K +$7.54K +120 New
GIA
1650
Goodwin Investment Advisory
Georgia
$7K +$7.54K +120 New