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