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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2551
Stuart Chaussee & Associates
California
$17K – – –
KA
2552
Kozak & Associates
Colorado
$17K +$1.72K +5 +10%
TC
2553
Truvestments Capital
Florida
$17K +$18.3K +53 New
SC
2554
Stephens Consulting
Michigan
$16.1K – – –
APC
2555
Aspire Private Capital
North Carolina
$16K – – –
EIM
2556
Essex Investment Management
Massachusetts
$16K – – –
HL
2557
Harding Loevner
New Jersey
$16K – – –
LWA
2558
Lowe Wealth Advisors
Maryland
$16K – – –
BSB
2559
Bangor Savings Bank
Maine
$16K +$17.9K +52 New
BMD
2560
Better Money Decisions
New Mexico
$16K +$17.9K +52 New
APW
2561
Acima Private Wealth
Virginia
$15.8K – – –
TFGT
2562
TS Financial Group (TSFG)
Illinois
$15K +$1.72K +5 +12%
PGAM
2563
Princeton Global Asset Management
New Jersey
$14K – – –
RAM
2564
Riggs Asset Management
Pennsylvania
$14K – – –
CWA
2565
Carolina Wealth Advisors
South Carolina
$12K – – –
LFA
2566
Level Financial Advisors
New York
$12K +$1.72K +5 +15%
IAMOG
2567
Investors Asset Management of Georgia
Georgia
$11K +$12.1K +35 New
SIM
2568
Studio Investment Management
Illinois
$11K +$12.1K +35 New
TWP
2569
TFO Wealth Partners
Ohio
$11K +$12.4K +36 New
CDIA
2570
Capital Directions Investment Advisors
Georgia
$10K – – –
JSAM
2571
J. Safra Asset Management
New York
$10K – – –
ARIS
2572
Advanced Research Investment Solutions
California
$9K – – –
ACA
2573
Atlas Capital Advisors
Wyoming
$7.89K – – –
LPWM
2574
Lake Point Wealth Management
Texas
$7K – – –
DWA
2575
Delos Wealth Advisors
Texas
$6K -$461K -1,340 -99%