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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1926
HBC Financial Services
Washington
$6K -$56.3K -597 -89%
PPC
1927
Park Place Capital
Alabama
$5.78K -$5.38K -57 -46%
DI
1928
Disciplined Investments
Oklahoma
$5.47K -$943 -10 -14%
FA
1929
Fortis Advisors
Pennsylvania
$5.26K – – –
IAS
1930
IMA Advisory Services
Colorado
$5.26K – – –
RBC
1931
Roble Belko & Company
Pennsylvania
$5K -$76.2K -808 -93%
NECFA
1932
New England Capital Financial Advisors
Connecticut
$4.52K – – –
FCMT
1933
Founders Capital Management (Texas)
Texas
$4K – – –
WIM
1934
Westside Investment Management
California
$3.26K -$5.09K -54 -59%
Parallax Volatility Advisers
1935
Parallax Volatility Advisers
California
$3.15K +$3.4K +36 New
KFP
1936
KB Financial Partners
New Jersey
$3K -$8.11K -86 -75%
PCM
1937
Penserra Capital Management
California
$3K – – –
GM
1938
GeoWealth Management
Illinois
$3K +$3.3K +35 New
PS
1939
PayPay Securities
Japan
$2.84K -$472 -5 -14%
LWA
1940
Lowe Wealth Advisors
Maryland
$2.63K -$3.4K -36 -55%
CWA
1941
Clearview Wealth Advisors
Oregon
$2.52K – – –
RTL
1942
Red Tortoise LLC
Georgia
$2.31K -$377 -4 -13%
OAJ
1943
Ogorek Anthony Joseph
New York
$2K -$5.75K -61 -68%
SIA
1944
SkyView Investment Advisors
New Jersey
$2K +$2.64K +28 New
GI
1945
GS Investments
Minnesota
$1.58K – – –
HI
1946
Hoey Investments
Pennsylvania
$1.58K – – –
BWS
1947
Buck Wealth Strategies
Colorado
$1.39K +$1.51K +16 New
TWD
1948
True Wealth Design
Ohio
$1.16K – – –
NMG
1949
New Millennium Group
Utah
$1.09K – – –
HBW
1950
Hazlett, Burt & Watson
West Virginia
$1K -$306K -3,249 -100%