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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$15K – – –
MA
602
Montag & Associates
Georgia
$14.9K – – –
KAS
603
Kemnay Advisory Services
New York
$14.5K +$18K +301 New
AT
604
Avalon Trust
New Mexico
$14.5K – – –
TFA
605
Toth Financial Advisory
Virginia
$14.5K – – –
TCOT
606
Trust Company of Toledo
Ohio
$14.5K +$13.7K +229 +323%
SSG
607
Summit Securities Group
New York
$14.5K +$17.9K +300 New
CAM
608
Close Asset Management
United Kingdom
$14K – – –
NEWAS
609
N.E.W. Advisory Services
Wisconsin
$13.7K +$16.2K +271 +2,085%
BONH
610
Bank of New Hampshire
New Hampshire
$12.8K – – –
KFP
611
Kerr Financial Planning
California
$12.4K +$60 +1 +0.5%
OW
612
Olistico Wealth
Oklahoma
$12.2K – – –
CSC
613
Caldwell Sutter Capital
California
$11.6K +$4.84K +81 +51%
HC
614
Hurley Capital
New York
$11.6K – – –
BF
615
BOK Financial
Oklahoma
$11.1K -$1.48M -24,800 -99%
FFO
616
Fortitude Family Office
Arizona
$11.1K – – –
RFP
617
Root Financial Partners
California
$10.3K +$120 +2 +0.9%
LI
618
LRI Investments
Florida
$9.89K – – –
CA
619
Crewe Advisors
Utah
$9.65K – – –
NSIM
620
North Star Investment Management
Illinois
$9.65K – – –
SHIM
621
Stone House Investment Management
Pennsylvania
$9.46K +$5.02K +84 +75%
AAG
622
Armstrong Advisory Group
Massachusetts
$9.03K -$4.72K -79 -30%
AUB
623
Atlantic Union Bankshares
Virginia
$8.93K – – –
DWM
624
Dogwood Wealth Management
Kansas
$8.93K +$7.24K +121 +189%
CMA
625
Cedar Mountain Advisors
Oregon
$8.69K +$5.02K +84 +88%
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