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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
851
J. Safra Asset Management
New York
$27.3K – – –
NC
852
North Capital
Utah
$26.5K -$3.9K -16 -14%
TSMHT
853
Thurston Springer Miller Herd & Titak
Indiana
$26.5K – – –
FFA
854
Frazier Financial Advisors
Ohio
$26.3K -$731 -3 -3%
OSNBOA
855
Old Second National Bank of Aurora
Illinois
$26.3K – – –
OCM
856
Orion Capital Management
California
$26.3K – – –
TFM
857
TFC Financial Management
Massachusetts
$26.3K – – –
FGC
858
Financial Gravity Companies
Texas
$26.3K +$24.4K +100 New
QL
859
Quarry LP
New York
$25.2K -$529K -2,172 -96%
CT
860
Caldwell Trust
Florida
$25.2K – – –
HAP
861
Harbor Asset Planning
Massachusetts
$24.7K +$22.9K +94 New
PGAM
862
Princeton Global Asset Management
New Jersey
$24.4K +$974 +4 +4%
YP
863
YANKCOM Partnership
South Dakota
$24.2K – – –
AGWCA
864
Annis Gardner Whiting Capital Advisors
Florida
$24.2K +$6.33K +26 +39%
CB
865
CNB Bank
Pennsylvania
$22.3K +$6.58K +27 +47%
ABWM
866
Alpine Bank Wealth Management
Colorado
$22.1K – – –
HFS
867
Hantz Financial Services
Michigan
$22K +$17.5K +72 +720%
CFB
868
Cullen/Frost Bankers
Texas
$21.1K +$2.19K +9 +13%
BCPWM
869
Bradley & Co Private Wealth Management
Florida
$21K – – –
WOSD
870
WFA of San Diego
California
$20.2K +$18.8K +77 New
AWM
871
Abound Wealth Management
Tennessee
$20.2K – – –
MCM
872
MV Capital Management
Maryland
$19.2K -$731 -3 -4%
OP
873
ORG Partners
Indiana
$18.8K -$674K -2,767 -97%
TPWA
874
Twin Peaks Wealth Advisors
California
$18K +$16.3K +67 New
DWM
875
Darwin Wealth Management
Florida
$17.2K -$7.06K -29 -31%