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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
2301
Bogart Wealth LLC
Virginia
$596K -$5.94M -63,616 -91%
HP
2302
Holistic Planning
Texas
$595K -$8.78K -94 -1%
TFF
2303
The Family Firm
Maryland
$594K -$7K -75 -1%
VC
2304
Vicus Capital
Pennsylvania
$594K +$4.2K +45 +0.7%
CI
2305
Clal Insurance
Israel
$593K +$601K +6,437 +5,549%
MCA
2306
MSH Capital Advisors
Arizona
$592K +$11.2K +120 +2%
GAMC
2307
Garner Asset Management Corp
Texas
$591K -$101K -1,084 -14%
OSNBOA
2308
Old Second National Bank of Aurora
Illinois
$591K +$6.72K +72 +1%
SN
2309
Sittner & Nelson
Oregon
$590K +$37.6K +403 +7%
UCB
2310
United Community Bank
South Carolina
$590K -$1.6M -17,096 -72%
CCFM
2311
Clear Creek Financial Management
Washington
$590K +$122K +1,303 +25%
SAM
2312
Summit Asset Management
Tennessee
$590K
ATS
2313
Ashton Thomas Securities
New York
$589K -$61.9K -663 -9%
AWM
2314
Altus Wealth Management
Kentucky
$589K +$1.31K +14 +0.2%
HFS
2315
Howard Financial Services
Texas
$588K -$66.1K -708 -10%
GSWM
2316
Golden State Wealth Management
California
$584K -$42K -450 -6%
BOS
2317
Bank of Stockton
California
$584K +$35.1K +376 +6%
SCA
2318
Southern Capital Advisors
Tennessee
$583K +$73K +782 +14%
IA
2319
IFG Advisors
Missouri
$581K +$5.7K +61 +1%
SFO
2320
Stokes Family Office
Louisiana
$580K -$77.4K -829 -11%
DIP
2321
Davis Investment Partners
North Carolina
$580K +$684K +7,328 New
OL
2322
Optas LLC
Texas
$579K -$177K -1,900 -23%
MEAC
2323
M.E. Allison & Co
Texas
$579K +$93.5K +1,001 +18%
OL
2324
one8zero8 LLC
North Carolina
$578K -$233K -2,500 -28%
KFA
2325
Kelleher Financial Advisors
New York
$578K +$35.4K +379 +6%