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Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
926
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K – – –
EBA
927
Eagle Bay Advisors
New York
$19K +$6.41K +17 +47%
MHR
928
Matthew Hamilton Rosenberg
$18K +$19.2K +51 New
ADL
929
Asset Dedication LLC
California
$17K – – –
EWA
930
Evolution Wealth Advisors
Florida
$17K – – –
GRP
931
Global Retirement Partners
California
$16K – – –
OC
932
Oakworth Capital
Alabama
$16K – – –
MCM
933
MV Capital Management
Maryland
$16K +$6.03K +16 +53%
CPC
934
Consolidated Planning Corp
Georgia
$16K +$17.3K +46 New
SWA
935
Sutton Wealth Advisors
Florida
$14.6K +$754 +2 +5%
CP
936
Corbenic Partners
Pennsylvania
$13K -$4.9K -13 -26%
FMP
937
Financial Management Professionals
Texas
$13K – – –
LSA
938
Leonteq Securities AG
Switzerland
$12.8K +$1.13K +3 +9%
EL
939
EMFO LLC
Florida
$12K – – –
SWA
940
SOA Wealth Advisors
New York
$11K -$377 -1 -3%
HI
941
Hudock Inc
Pennsylvania
$11K – – –
AA
942
Ancora Advisors
Ohio
$10K +$10.6K +28 New
RWM
943
Raffa Wealth Management
District of Columbia
$9.94K – – –
LB
944
Legacy Bridge
Iowa
$9K – – –
VCM
945
Versant Capital Management
Arizona
$9K – – –
TJHA
946
Thomas J. Herzfeld Advisors
Florida
$8K +$377 +1 +5%
SGAM
947
Smith Group Asset Management
Texas
$8K +$754 +2 +10%
CA
948
Clearstead Advisors
Ohio
$7K +$7.91K +21 New
CA
949
Crewe Advisors
Utah
$6K – – –
TFO
950
Tarbox Family Office
California
$5K – – –