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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
3401
Princeton Global Asset Management
New Jersey
$131K -$14.2K -27 -9%
VWM
3402
Valley Wealth Managers
New Jersey
$131K -$46.3K -88 -25%
KAS
3403
Kemnay Advisory Services
New York
$130K -$33.7K -64 -20%
OPTFSNA
3404
Old Point Trust & Financial Services N A
Virginia
$128K – – –
FA
3405
Fountainhead AM
New Jersey
$128K +$117K +222 +634%
CFD
3406
Creative Financial Designs
Indiana
$127K +$25.8K +49 +24%
NFSG
3407
Newbridge Financial Services Group
Florida
$127K -$1.87M -3,545 -93%
CFG
3408
Chapman Financial Group
Hawaii
$126K +$23.7K +45 +22%
CGA
3409
Compound Global Advisors
Washington
$125K +$132K +250 New
AFG
3410
Albion Financial Group
Utah
$124K +$17.9K +34 +16%
SR
3411
Swiss Re
Switzerland
$123K – – –
BONH
3412
Bank of New Hampshire
New Hampshire
$122K +$7.37K +14 +6%
RS
3413
Rakuten Securities
Japan
$119K +$23.7K +45 +23%
BAM
3414
Bellevue Asset Management
Washington
$119K – – –
HPWM
3415
High Point Wealth Management
New Jersey
$118K – – –
CTB
3416
Country Trust Bank
Illinois
$116K – – –
CW
3417
Curio Wealth
Maryland
$114K +$2.11K +4 +2%
JGIA
3418
Jackson Grant Investment Advisers
Connecticut
$114K +$24.2K +46 +25%
SHIM
3419
Stone House Investment Management
Pennsylvania
$113K -$5.27K -10 -4%
BGAI
3420
Bruce G. Allen Investments
Colorado
$113K -$5.27K -10 -4%
TC
3421
Truvestments Capital
Florida
$110K +$7.37K +14 +7%
MTI
3422
Merrithew & Thorsten Inc
California
$107K – – –
HWM
3423
HighMark Wealth Management
Minnesota
$106K – – –
SG
3424
Sankala Group
Colorado
$105K – – –
RWM
3425
Raffa Wealth Management
District of Columbia
$105K -$67.4K -128 -38%