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Name Holding Trade Value Shares
Change
Change in
Stake
RS
2151
Rakuten Securities
Japan
$21.1K +$2.62K +16 +14%
GA
2152
GoalVest Advisory
New York
$21.1K +$21.6K +132 New
RF
2153
Roxbury Financial
New Jersey
$21.1K – – –
OCM
2154
Osbon Capital Management
Massachusetts
$20.8K +$21.3K +130 New
GWS
2155
Greykasell Wealth Strategies
California
$20.2K – – –
HHCP
2156
Hilton Head Capital Partners
South Carolina
$20K +$20.4K +125 New
WCM
2157
Winthrop Capital Management
Indiana
$19K – – –
SIC
2158
SJS Investment Consulting
Ohio
$18.7K +$16.4K +100 +588%
BCPWM
2159
Bradley & Co Private Wealth Management
Florida
$18.7K – – –
HHMI
2160
Howard Hughes Medical Institute
Maryland
$18.4K – – –
DWM
2161
Darwin Wealth Management
Florida
$18.1K – – –
DWM
2162
Dogwood Wealth Management
Kansas
$17.9K +$2.45K +15 +15%
SAM
2163
Sherman Asset Management
California
$17.8K – – –
IWM
2164
Inlight Wealth Management
Georgia
$17.6K – – –
HI
2165
Hoey Investments
Pennsylvania
$17.3K -$19.6K -120 -53%
TCA
2166
Trifecta Capital Advisors
Illinois
$16.8K -$3.11K -19 -15%
GWM
2167
Greenline Wealth Management
Florida
$16.8K +$17.2K +105 New
NOI
2168
Newton One Investments
Delaware
$16.4K – – –
MSWM
2169
Mowery & Schoenfeld Wealth Management
Illinois
$16.2K +$3.76K +23 +29%
CT
2170
Coastline Trust
Rhode Island
$16K – – –
DFA
2171
DHJJ Financial Advisors
Illinois
$16K – – –
MTIC
2172
Missouri Trust & Investment Company
Missouri
$16K – – –
PP
2173
PFS Partners
New Jersey
$16K – – –
SJIM
2174
St. Johns Investment Management
Florida
$16K – – –
WA
2175
Walsh & Associates
Florida
$16K +$16.4K +100 New