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Name Holding Trade Value Shares
Change
Change in
Stake
SIP
4001
Sellwood Investment Partners
Oregon
$38.9K +$40.9K +100 New
WAS
4002
Winch Advisory Services
Wisconsin
$38.1K -$6.54K -16 -14%
KPP
4003
Kings Path Partners
Texas
$37.7K – – –
QL
4004
Quarry LP
New York
$37.3K +$27K +66 +220%
TPW
4005
Talon Private Wealth
Florida
$37K -$5.72K -14 -13%
JFG
4006
JDM Financial Group
Texas
$35K – – –
CAIM
4007
Catherine Avery Investment Management
Florida
$35K +$36.8K +90 New
RDIA
4008
RE Dickinson Investment Advisors
Iowa
$34.1K +$4.08K +10 +13%
EFMH
4009
E Fund Management (HK)
Hong Kong
$33K -$27.8K -68 -44%
Q1WB
4010
Quest 10 Wealth Builders
Virginia
$32.7K +$34.3K +84 New
BCPWM
4011
Bradley & Co Private Wealth Management
Florida
$31.9K +$33.5K +82 New
DMKJ
4012
David M. Knott Jr
$31.1K – – –
GIS
4013
Grayhawk Investment Strategies
Alberta, Canada
$31.1K – – –
LFA
4014
Legend Financial Advisors
Pennsylvania
$29.6K – – –
IAG
4015
Innovative Advisory Group
Massachusetts
$29.2K +$30.6K +75 New
HIIFS
4016
Harel Insurance Investments & Financial Services
Israel
$29K -$12.3K -30 -29%
NWM
4017
Navigoe Wealth Management
California
$29K +$30.6K +75 New
BFS
4018
Bare Financial Services
Pennsylvania
$28.8K – – –
WWA
4019
Wingate Wealth Advisors
Massachusetts
$28.4K +$29.8K +73 New
GCGDR
4020
Geo Capital Gestora de Recursos
Brazil
$28K -$3.68K -9 -11%
UIA
4021
Ulland Investment Advisors
Minnesota
$27K – – –
LAMC
4022
Longview Asset Management (California)
California
$26.5K +$27.8K +68 New
GC
4023
Gould Capital
Washington
$25.7K – – –
CAM
4024
Clarity Asset Management
Iowa
$25.5K +$409 +1 +2%
SAM
4025
Synergy Asset Management
Washington
$25.5K +$25.7K +63 New