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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
926
Salem Investment Counselors
North Carolina
$7.12K – – –
AP
927
Aspect Partners
Virginia
$6.73K – – –
BTC
928
Bank & Trust Company
Illinois
$6.35K +$5.74K +17 New
PCMC
929
Planning Capital Management Corporation
Pennsylvania
$5.98K – – –
Bank Julius Baer & Co
930
Bank Julius Baer & Co
Switzerland
$5.61K -$26K -77 -86%
AFS
931
Annapolis Financial Services
Maryland
$5.23K – – –
CCM
932
Chilton Capital Management
Texas
$5.23K +$2.03K +6 +75%
LI
933
LRI Investments
Florida
$5.23K – – –
VWA
934
Valued Wealth Advisors
Utah
$4.87K +$3.04K +9 +225%
TFM
935
TFC Financial Management
Massachusetts
$4.86K +$2.7K +8 +160%
Kayne Anderson Rudnick Investment Management
936
Kayne Anderson Rudnick Investment Management
California
$4.48K – – –
DF
937
Dunhill Financial
United Kingdom
$4.39K +$675 +2 +20%
RWM
938
Raffa Wealth Management
District of Columbia
$4.11K – – –
AW
939
Avion Wealth
Texas
$4K +$4.05K +12 +1,200%
MBFW
940
Morton Brown Family Wealth
Pennsylvania
$3.89K – – –
DAM
941
Delta Asset Management
Tennessee
$3.74K – – –
RWA
942
Redmont Wealth Advisors
Illinois
$3.74K – – –
FW
943
Fairway Wealth
Ohio
$3.36K +$3.04K +9 New
KB
944
Kimelman & Baird
New York
$3.36K +$3.04K +9 New
CMP
945
Coston McIsaac & Partners
Maine
$3K – – –
FFA
946
First Foundation Advisors
California
$2.99K +$2.7K +8 New
GG
947
Gleason Group
Kentucky
$2.99K +$2.7K +8 New
SWA
948
SOA Wealth Advisors
New York
$2.63K -$338 -1 -13%
GEA
949
Glen Eagle Advisors
New Jersey
$2.62K -$65.2K -193 -97%
RS
950
Rakuten Securities
Japan
$2.62K -$338 -1 -13%