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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
801
Tower View Wealth Management
Wisconsin
$37K +$37.6K +238 New
TFO
802
Tarbox Family Office
California
$36K +$36.2K +229 New
1NWS
803
1 North Wealth Services
Maryland
$36K +$36.8K +233 New
PO
804
Private Ocean
California
$35K +$36.4K +230 New
FHA
805
Flagship Harbor Advisors
Massachusetts
$31K +$31.3K +198 New
KPCM
806
Kings Point Capital Management
New York
$31K +$31.6K +200 New
SHJ
807
Sharkey, Howes & Javer
Colorado
$31K +$31.6K +200 New
HT
808
Heritage Trust
Oklahoma
$31K +$31.8K +201 New
PWMG
809
Prestige Wealth Management Group
New Jersey
$29K +$29.9K +189 New
TNBTD
810
Trustmark National Bank Trust Department
Mississippi
$28K +$28.4K +180 New
AIM
811
Anchor Investment Management
South Carolina
$26.8K +$27.2K +172 New
IFAM
812
Institutional & Family Asset Management
Colorado
$26K +$25.9K +164 New
AIA
813
Alera Investment Advisors
Illinois
$25K +$25.4K +161 New
TF
814
Tompkins Financial
New York
$24K +$24.8K +157 New
RWM
815
Raffa Wealth Management
District of Columbia
$23.6K +$23.9K +151 New
Schroder Investment Management Group
816
Schroder Investment Management Group
United Kingdom
$22K +$22.3M +140,891 New
LWM
817
Liberty Wealth Management
California
$21K +$21.5K +136 New
OIA
818
OneDigital Investment Advisors
Kansas
$20K +$20.5K +130 New
CFA
819
Clarfeld Financial Advisors
New York
$19K +$19.3K +122 New
PFSC
820
Peoples Financial Services Corp
Pennsylvania
$16K +$15.8K +100 New
SSB
821
Sandy Spring Bank
Maryland
$16K +$15.8K +100 New
SA
822
SRH Advisors
Kansas
$16K +$16.1K +102 New
VanEck Associates
823
VanEck Associates
New York
$16K +$16.1K +102 New
HFM
824
Hartford Financial Management
Connecticut
$16K +$16.6K +105 New
BRC
825
Bell Rock Capital
Delaware
$15K +$15.8K +100 New