Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1851
Creative Financial Designs
Indiana
$122K -$11.1K -26 -8%
KSB
1852
Kennebec Savings Bank
Maine
$122K – – –
BTD
1853
BankPlus Trust Department
Mississippi
$119K -$10.7K -25 -8%
BHWM
1854
Bay Harbor Wealth Management
Maryland
$117K +$110K +256 +1,347%
CM
1855
Capula Management
Cayman Islands
$117K -$625K -1,459 -84%
WPWM
1856
Western Pacific Wealth Management
Illinois
$114K +$33.4K +78 +41%
DIP
1857
DT Investment Partners
Pennsylvania
$114K +$74.1K +173 +182%
ITIM
1858
Indiana Trust & Investment Management
Indiana
$113K -$150K -350 -57%
GA
1859
GoalVest Advisory
New York
$112K +$52.7K +123 +88%
RC
1860
Rexford Capital
Texas
$111K +$112K +261 New
SAM
1861
S.A. Mason
Michigan
$111K – – –
CAM
1862
Chesapeake Asset Management
New York
$110K +$110K +257 New
WC
1863
Wexford Capital
Florida
$107K +$107K +250 New
WWA
1864
Wealth Watch Advisors
Colorado
$100K +$60K +140 +147%
1NWS
1865
1 North Wealth Services
Maryland
$99.3K – – –
TLA
1866
Tanglewood Legacy Advisors
Texas
$98.1K – – –
CAL
1867
Capital Analysts LLC
Pennsylvania
$98K +$4.28K +10 +5%
RF
1868
Roxbury Financial
New Jersey
$96.6K – – –
FP
1869
Financial Perspectives
Minnesota
$96.4K – – –
AA
1870
Addison Advisors
Vermont
$95.5K -$8.57K -20 -8%
JWA
1871
JFS Wealth Advisors
Pennsylvania
$95.1K +$15K +35 +19%
PUI
1872
Purpose Unlimited Inc
$95.1K +$95.5K +223 New
FFO
1873
Fortitude Family Office
Arizona
$93K -$3.85K -9 -4%
GWSA
1874
Global Wealth Strategies & Associates
Colorado
$90K -$3.43K -8 -4%
PTFIS
1875
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$90K +$90.4K +211 New