Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1101
BDO Wealth Advisors
Florida
$31K -$6.38K -26 -18%
BAM
1102
Bellevue Asset Management
Washington
$30K – – –
CFD
1103
Creative Financial Designs
Indiana
$30K +$24.5K +100 +714%
HFM
1104
Harvest Fund Management
China
$29K -$233K -950 -89%
BG
1105
Bollard Group
Massachusetts
$28K – – –
GC
1106
Grace Capital
Massachusetts
$26K -$98.2K -400 -80%
FCM
1107
Firestone Capital Management
Florida
$26K – – –
MWP
1108
Meridian Wealth Partners
Pennsylvania
$26K – – –
PFSC
1109
Peoples Financial Services Corp
Pennsylvania
$26K – – –
SNT
1110
Security National Trust
West Virginia
$26K – – –
KC
1111
Knuff & Co
California
$26K +$10.6K +43 +75%
GLLW
1112
Graves Light Lenhart Wealth
Virginia
$26K +$24.5K +100 New
RA
1113
Reby Advisors
Connecticut
$26K +$24.5K +100 New
TFS
1114
TrustCore Financial Services
Tennessee
$25K +$23.1K +94 New
BCM
1115
Bourgeon Capital Management
Connecticut
$23K -$2.21K -9 -9%
VCG
1116
Vantage Consulting Group
Virginia
$23K +$21.8K +89 New
AIL
1117
AGF Investments LLC
Ontario, Canada
$22K -$1.96K -8 -9%
BWM
1118
Baystate Wealth Management
Massachusetts
$22K – – –
PGAM
1119
Princeton Global Asset Management
New Jersey
$22K +$20.9K +85 New
MS
1120
Marshall & Sullivan
Washington
$21.7K -$3.93M -16,002 -74%
NICM
1121
Neo Ivy Capital Management
New York
$21K -$48.4K -197 -71%
LS
1122
Leelyn Smith
Illinois
$21K – – –
EWA
1123
Evolution Wealth Advisors
Florida
$20K – – –
GRP
1124
Global Retirement Partners
California
$18K +$4.91K +20 +41%
PWA
1125
Phoenix Wealth Advisors
North Carolina
$18K +$16.7K +68 New