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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1001
Bell Investment Advisors
California
$7.39K -$8.33K -93 -52%
TCM
1002
Triumph Capital Management
Colorado
$7.17K +$2.78K +31 +58%
KG
1003
Kilter Group
New York
$7.05K -$448 -5 -6%
OAJ
1004
Ogorek Anthony Joseph
New York
$7K – – –
PJC
1005
Phillip James Consulting
Minnesota
$7K +$1.17K +13 +16%
SWM
1006
SHP Wealth Management
Massachusetts
$6.96K +$7.35K +82 New
SIM
1007
Synergy Investment Management
Florida
$6.45K +$6.81K +76 New
NC
1008
Nicholas Company
Wisconsin
$6.37K -$7.66M -85,470 -100%
SSG
1009
Summit Securities Group
New York
$6.28K -$53.3K -595 -89%
CWA
1010
Carolina Wealth Advisors
South Carolina
$6.28K – – –
UFPG
1011
United Financial Planning Group
New York
$6.11K +$6.45K +72 New
HDIM
1012
Hanson & Doremus Investment Management
Vermont
$6K +$90 +1 +1%
ITIM
1013
Indiana Trust & Investment Management
Indiana
$5.86K – – –
KFI
1014
Key Financial Inc
Pennsylvania
$5.86K – – –
RWM
1015
RMG Wealth Management
Wisconsin
$5.84K – – –
GWS
1016
Greykasell Wealth Strategies
California
$5.77K +$6.09K +68 New
AT
1017
Arlington Trust
Alabama
$5.6K +$5.91K +66 New
DWM
1018
Dogwood Wealth Management
Kansas
$5.52K +$1.17K +13 +25%
AFC
1019
Ares Financial Consulting
California
$5.36K – – –
BTD
1020
BankPlus Trust Department
Mississippi
$5.09K – – –
BFS
1021
Bare Financial Services
Pennsylvania
$5.09K +$538 +6 +11%
DFA
1022
DHJJ Financial Advisors
Illinois
$4.87K – – –
BHWM
1023
Bay Harbor Wealth Management
Maryland
$4.84K +$1.17K +13 +30%
NSIM
1024
North Star Investment Management
Illinois
$4.75K +$627 +7 +14%
VWA
1025
Valued Wealth Advisors
Utah
$4.75K +$4.21K +47 +522%
39 40
41
42 43