Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2601
Provenance Wealth Advisors
Florida
$46.2K – – –
HFS
2602
HBC Financial Services
Washington
$46K +$45 +1 +0.1%
LF
2603
LifeSteps Financial
California
$45.2K +$45.6K +1,024 New
VWA
2604
Valued Wealth Advisors
Utah
$44.8K +$13.1K +295 +41%
ICM
2605
Islay Capital Management
Texas
$44.2K – – –
BC
2606
Belmont Capital
California
$44.2K +$44.6K +1,000 New
PCC
2607
Park Circle Company
Maryland
$39.8K – – –
RAM
2608
Riggs Asset Management
Pennsylvania
$38.5K +$2.98K +67 +8%
WWM
2609
Wolff Wiese Magana
California
$37.8K – – –
MS
2610
Mizuho Securities
Japan
$37.5K -$152K -3,420 -80%
SRCM
2611
Signature Resources Capital Management
California
$36.8K – – –
DMIC
2612
Dixon Mitchell Investment Counsel
British Columbia, Canada
$36.2K +$36.5K +820 New
TCG
2613
Transcendent Capital Group
Oklahoma
$35.9K -$164K -3,685 -82%
TAM
2614
Tucker Asset Management
Colorado
$34.4K +$2.72K +61 +9%
PA
2615
Pineridge Advisors
Missouri
$33.5K -$22.6K -508 -40%
GIS
2616
Grayhawk Investment Strategies
Alberta, Canada
$33.3K – – –
KA
2617
Kozak & Associates
Colorado
$32.4K +$134 +3 +0.3%
SFO
2618
Standard Family Office
South Dakota
$30.6K +$30.9K +693 New
AWM
2619
Activest Wealth Management
Florida
$29.9K +$45 +1 +0.1%
RWM
2620
Raffa Wealth Management
District of Columbia
$29.4K -$2.05K -46 -6%
WAS
2621
Winch Advisory Services
Wisconsin
$28.8K -$15K -337 -34%
PAG
2622
Paladin Advisory Group
Iowa
$28.3K – – –
DFA
2623
DHJJ Financial Advisors
Illinois
$27K – – –
AFS
2624
Annapolis Financial Services
Maryland
$26.6K – – –
TCM
2625
Tributary Capital Management
Nebraska
$26.5K +$26.7K +600 New