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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
2551
Winch Advisory Services
Wisconsin
$54K +$9.81K +164 +22%
RCC
2552
Red Cedar Capital
Nebraska
$49K – – –
TIM
2553
Tortoise Investment Management
New York
$48K -$17.9K -300 -27%
NPP
2554
New Potomac Partners
Maryland
$48K – – –
AI
2555
ArchPoint Investors
Florida
$46K – – –
LAS
2556
Lloyd Advisory Services
Georgia
$43K -$1.55K -26 -3%
SSWG
2557
Seven Springs Wealth Group
Tennessee
$43K – – –
OIS
2558
Okabena Investment Services
Minnesota
$42K +$41.9K +700 New
HWM
2559
Holloway Wealth Management
Florida
$41K – – –
CIR
2560
Clear Investment Research
Georgia
$38K -$6.1K -102 -14%
AWM
2561
Avondale Wealth Management
Texas
$38K – – –
BCM
2562
Bourgeon Capital Management
Connecticut
$36K – – –
TCM
2563
Tanaka Capital Management
New York
$36K – – –
RFWA
2564
RPg Family Wealth Advisory
Massachusetts
$35.9K – – –
MWA
2565
MFA Wealth Advisors
Pennsylvania
$33.4K +$33.4K +559 New
YRHAM
2566
Yong Rong (HK) Asset Management
Hong Kong
$33K +$17.9K +300 New
IAS
2567
IMA Advisory Services
Colorado
$31K -$73.3K -1,225 -71%
HGWM
2568
Harvest Group Wealth Management
Massachusetts
$31K – – –
HFM
2569
Harvest Fund Management
China
$30K -$170K -2,851 -85%
OAJ
2570
Ogorek Anthony Joseph
New York
$30K -$5.98K -100 -17%
JPLA
2571
Joseph P. Lucia & Associates
New York
$30K -$2.99K -50 -9%
FA
2572
Financial Advantage
Maryland
$30K +$24.3K +406 +390%
CP
2573
Corbenic Partners
Pennsylvania
$29K – – –
VEA
2574
Virtus ETF Advisers
New York
$28K +$8.85K +148 +45%
PW
2575
Price Wealth
Texas
$28K +$15K +251 +120%