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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3301
Traub Capital Management
Massachusetts
$18.5K +$18.7K +262 New
HIA
3302
HFM Investment Advisors
New Jersey
$18.2K +$1.5K +21 +9%
SRCM
3303
Signature Resources Capital Management
California
$18K +$3.77K +53 +26%
FG
3304
Fairman Group
Pennsylvania
$18K – – –
HC
3305
Hurley Capital
New York
$17.7K -$1.85K -26 -9%
1L
3306
10Elms LLP
Oklahoma
$17K – – –
TFG
3307
Team Financial Group
California
$16.3K +$16.4K +230 New
SC
3308
Steph & Co
Wisconsin
$16.1K -$427 -6 -3%
GPFA
3309
Game Plan Financial Advisors
Ohio
$14.2K – – –
SR
3310
Syntax Research
Florida
$14.2K – – –
DRP
3311
Decker Retirement Planning
Utah
$14.2K +$14.2K +200 New
MSWA
3312
Marshall & Sterling Wealth Advisors
New York
$13.9K +$214 +3 +2%
PWA
3313
Principia Wealth Advisory
Texas
$13.1K +$4.7K +66 +55%
BCWM
3314
Ball & Co Wealth Management
Tennessee
$13K +$71 +1 +0.5%
STB
3315
S&T Bank
Pennsylvania
$12.7K +$10.3K +144 +411%
AIM
3316
Access Investment Management
Georgia
$11.7K +$11.8K +165 New
EWM
3317
Evolution Wealth Management
Florida
$11.3K +$11.4K +160 New
SHM
3318
Sagard Holdings Management
Ontario, Canada
$10.9K +$11K +154 New
EWP
3319
Elevation Wealth Partners
California
$10.7K – – –
IA
3320
IFS Advisors
Kansas
$10.5K -$7.12K -100 -40%
CFP
3321
Comprehensive Financial Planning
Pennsylvania
$10.4K – – –
HHGA
3322
Halbert Hargrove Global Advisors
California
$10.4K -$9.47K -133 -48%
JFG
3323
JDM Financial Group
Texas
$10.3K – – –
SVCP
3324
Silicon Valley Capital Partners
California
$9.98K +$10K +141 New
WA
3325
WestEnd Advisors
North Carolina
$9.9K -$142 -2 -1%
131 132
133
134 135