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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2101
Axim Planning & Wealth
Ohio
$27K +$30.7K +254 New
CIA
2102
Cascade Investment Advisors
Oregon
$26.1K – – –
ACK
2103
Andrew C. Karlinski
$26K – – –
CCA
2104
Column Capital Advisors
Indiana
$26K – – –
PCC
2105
Park Circle Company
Maryland
$26K – – –
AW
2106
Avion Wealth
Texas
$26K +$3.02K +25 +11%
M1FG
2107
Mach-1 Financial Group
Arkansas
$26K +$29.6K +245 New
ASBI
2108
American State Bank (Iowa)
Iowa
$25.9K – – –
MS
2109
Mizuho Securities
Japan
$25K -$63.7K -527 -76%
BAM
2110
Bellevue Asset Management
Washington
$25K – – –
LPWM
2111
Lake Point Wealth Management
Texas
$25K – – –
BFPW
2112
BOK Financial Private Wealth
Colorado
$24K -$539K -4,460 -95%
CWM
2113
Cranbrook Wealth Management
Michigan
$24K -$54.3K -449 -67%
AA
2114
AlphaMark Advisors
Kentucky
$24K – – –
NOI
2115
Newton One Investments
Delaware
$24K – – –
SAM
2116
Strategic Asset Management
Minnesota
$24K – – –
HF
2117
Halpern Financial
Virginia
$23.4K – – –
SJIA
2118
St. James Investment Advisors
New York
$23K -$24.7K -204 -49%
RDFA
2119
Ritter Daniher Financial Advisory
Ohio
$23K – – –
CH
2120
Canton Hathaway
Rhode Island
$23K +$25.3K +209 New
CWM
2121
Cedar Wealth Management
California
$22K – – –
GIA
2122
Goodwin Investment Advisory
Georgia
$22K – – –
BWM
2123
Baystate Wealth Management
Massachusetts
$21K – – –
DFC
2124
DB Fitzpatrick & Co
Idaho
$21K – – –
POIA
2125
Pin Oak Investment Advisors
Texas
$21K – – –