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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1726
Albion Financial Group
Utah
$16.8K – – –
SCA
1727
Stuart Chaussee & Associates
California
$16.8K +$16.2K +41 New
LIA
1728
Luken Investment Analytics
Tennessee
$16K – – –
CPA
1729
Clear Point Advisors
New York
$16K +$15.4K +39 New
CWM
1730
Compass Wealth Management
Connecticut
$15.6K – – –
APW
1731
Acima Private Wealth
Virginia
$15.6K – – –
JGIA
1732
Jackson Grant Investment Advisers
Connecticut
$15.6K – – –
NBT
1733
Northwest Bank & Trust
Iowa
$15.6K +$15K +38 New
GEA
1734
Glen Eagle Advisors
New Jersey
$15.5K -$3.94K -10 -21%
PCTC
1735
Perkins Coie Trust Company
Washington
$15.2K -$7.49K -19 -34%
BCM
1736
Bourgeon Capital Management
Connecticut
$15.1K – – –
POIA
1737
Pin Oak Investment Advisors
Texas
$15K – – –
PO
1738
Private Ocean
California
$14.4K -$76.9K -195 -85%
RTL
1739
Red Tortoise LLC
Georgia
$14.4K – – –
CMA
1740
Cedar Mountain Advisors
Oregon
$13.1K – – –
CAS
1741
Coppell Advisory Solutions
Texas
$13.1K +$12.6K +32 New
AIM
1742
Arcadia Investment Management
Michigan
$12.7K – – –
DPW
1743
DiNuzzo Private Wealth
Pennsylvania
$12.7K +$12.2K +31 New
DF
1744
Dunhill Financial
United Kingdom
$12.7K +$12.2K +31 New
PBK
1745
Peoples Bank (Kansas)
Kansas
$12.3K – – –
OCM
1746
Orion Capital Management
California
$11.9K – – –
TCM
1747
TD Capital Management
Tennessee
$11.7K – – –
BWL
1748
Bogart Wealth LLC
Virginia
$11.5K – – –
B
1749
Birchbrook
Maine
$11.5K +$11K +28 New
NMM
1750
Naples Money Management
Florida
$11.1K +$10.6K +27 New