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Name Holding Trade Value Shares
Change
Change in
Stake
BI
801
Binnacle Investments
Iowa
$1.26K +$1.18K +8 New
TIM
802
Total Investment Management
Arizona
$1.16K +$1.03K +7 New
SJIM
803
St. Johns Investment Management
Florida
$1.1K – – –
BHWM
804
Bay Harbor Wealth Management
Maryland
$1.1K +$443 +3 +75%
TIM
805
Tortoise Investment Management
New York
$1.1K +$1.03K +7 New
PCM
806
Penserra Capital Management
California
$1K -$392K -2,651 -100%
OAJ
807
Ogorek Anthony Joseph
New York
$1K – – –
PMAM
808
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
PWA
809
Principia Wealth Advisory
Texas
$789 +$148 +1 +25%
PWA
810
Physician Wealth Advisors
Utah
$789 +$739 +5 New
VWA
811
Valued Wealth Advisors
Utah
$646 – – –
MSWM
812
Mowery & Schoenfeld Wealth Management
Illinois
$632 – – –
WA
813
Whipplewood Advisors
Colorado
$631 -$7.83K -53 -93%
CIAM
814
Caitong International Asset Management
Hong Kong
$631 -$148 -1 -20%
RAM
815
Riggs Asset Management
Pennsylvania
$474 – – –
ACA
816
American Capital Advisory
Idaho
$474 +$296 +2 +200%
TSMHT
817
Thurston Springer Miller Herd & Titak
Indiana
$473 – – –
AT
818
Arlington Trust
Alabama
$473 +$443 +3 New
AF
819
Advisornet Financial
Minnesota
$316 -$148 -1 -33%
MCM
820
Manchester Capital Management
Vermont
$316 – – –
NL
821
NVWM LLC
Pennsylvania
$316 – – –
PWAM
822
Private Wealth Asset Management
Iowa
$316 – – –
AGWCA
823
Annis Gardner Whiting Capital Advisors
Florida
$316 +$296 +2 New
PWM
824
Parkworth Wealth Management
California
$316 +$296 +2 New
CFD
825
Creative Financial Designs
Indiana
$158 +$148 +1 New