Name Holding Trade Value Shares
Change
Change in
Stake
EWP
601
Elevation Wealth Partners
California
$1.11K – – –
BP
602
BNP Paribas
France
$1.08K +$1.24K +36 New
GJIA
603
Glass Jacobson Investment Advisors
Maryland
$1.02K – – –
AG
604
AmeriFlex Group
Nevada
$1.02K +$1.17K +34 New
CAL
605
Capital Advisors Ltd
Ohio
$1K – – –
HCM
606
Horrell Capital Management
Arkansas
$1K – – –
KFP
607
Keener Financial Planning
Texas
$1K – – –
PFSC
608
Peoples Financial Services Corp
Pennsylvania
$990 – – –
TSMHT
609
Thurston Springer Miller Herd & Titak
Indiana
$960 -$88.1K -2,564 -99%
CVM
610
Cheviot Value Management
California
$923 – – –
RP
611
Raelipskie Partnership
Ontario, Canada
$901 -$962 -28 -48%
TIM
612
Thompson Investment Management
Wisconsin
$901 – – –
RTL
613
Red Tortoise LLC
Georgia
$871 – – –
RWM
614
Rialto Wealth Management
New York
$871 +$34 +1 +4%
POIA
615
Pin Oak Investment Advisors
Texas
$811 – – –
SIS
616
Sound Income Strategies
Florida
$804 – – –
BDPWM
617
Barnes Dennig Private Wealth Management
Ohio
$781 – – –
BWL
618
Bogart Wealth LLC
Virginia
$781 – – –
DFA
619
DHJJ Financial Advisors
Illinois
$751 – – –
MMCM
620
Murphy & Mullick Capital Management
New York
$751 – – –
PSB
621
Piscataqua Savings Bank
New Hampshire
$750 -$2.65K -77 -75%
CPG
622
Cornerstone Planning Group
New Jersey
$739 +$103 +3 +13%
AWM
623
Activest Wealth Management
Florida
$721 – – –
HI
624
Hoey Investments
Pennsylvania
$721 – – –
SRCM
625
Signature Resources Capital Management
California
$721 – – –