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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
676
Meeder Asset Management
Ohio
$25K +$1.17K +2 +5%
BIA
677
Bell Investment Advisors
California
$24.5K – – –
WIM
678
Westside Investment Management
California
$22.9K +$19.3K +33 +413%
MA
679
MCF Advisors
Kentucky
$22.3K – – –
GBT
680
Grove Bank & Trust
Florida
$22.3K +$9.96K +17 +74%
TCM
681
TD Capital Management
Tennessee
$21.2K +$22.3K +38 New
ST
682
Smithfield Trust
Pennsylvania
$21K – – –
SC
683
SouthState Corp
Florida
$20.6K -$1.17K -2 -5%
BFP
684
Briaud Financial Planning
Texas
$19K +$20.5K +35 New
CIAM
685
Caitong International Asset Management
Hong Kong
$18.9K -$43.3K -74 -69%
FGC
686
Financial Gravity Companies
Texas
$17.8K +$18.7K +32 New
AIP
687
Ameritas Investment Partners
Nebraska
$16.7K – – –
B
688
Birchbrook
Maine
$16.7K – – –
NFSG
689
Newbridge Financial Services Group
Florida
$16.7K – – –
FFO
690
Fortitude Family Office
Arizona
$16.1K +$1.17K +2 +7%
LFA
691
LGT Financial Advisors
Texas
$15.6K +$16.4K +28 New
CT
692
Colonial Trust
South Carolina
$15.4K -$586 -1 -3%
PWMG
693
Private Wealth Management Group
New Jersey
$15K – – –
TVWM
694
Tower View Wealth Management
Wisconsin
$15K – – –
CFB
695
Cullen/Frost Bankers
Texas
$15K -$19.3K -33 -55%
CAL
696
Capital Advisors Ltd
Ohio
$15K +$5.86K +10 +59%
OP
697
ORG Partners
Indiana
$13.9K -$4.1K -7 -22%
BCM
698
Berbice Capital Management
New York
$13.9K +$8.79K +15 +150%
BWL
699
Bogart Wealth LLC
Virginia
$13.4K -$586 -1 -4%
PWAM
700
Private Wealth Asset Management
Iowa
$13.4K -$586 -1 -4%
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