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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1951
Hoey Investments
Pennsylvania
$66.1K -$18.4K -500 -25%
GI
1952
GS Investments
Minnesota
$66.1K +$11.1K +300 +25%
GKIM
1953
GW&K Investment Management
Massachusetts
$66K +$51.6K +1,400 +1,400%
SSG
1954
Summit Securities Group
New York
$66K +$55.2K +1,500 New
AWM
1955
Activest Wealth Management
Florida
$64.2K +$4.05K +110 +8%
WT
1956
Washington Trust
Rhode Island
$63.9K -$27.3K -740 -34%
AA
1957
Addison Advisors
Vermont
$63.4K +$2.21K +60 +4%
GJIA
1958
Glass Jacobson Investment Advisors
Maryland
$63K +$52.7K +1,430 New
TWM
1959
Tradition Wealth Management
Minnesota
$61K +$2.58K +70 +5%
LF
1960
Lee Financial
Texas
$60.3K -$51.9K -1,410 -51%
CPG
1961
Cornerstone Planning Group
New Jersey
$60.3K +$50.5K +1,370 New
CT
1962
Colonial Trust
South Carolina
$59.5K
RCM
1963
Raleigh Capital Management
North Carolina
$58.1K +$1.84K +50 +4%
FA
1964
Financial Avengers
California
$57.3K
AFIA
1965
America First Investment Advisors
Nebraska
$56.4K
RFG
1966
RFP Financial Group
Georgia
$55.1K +$6.63K +180 +17%
ICM
1967
Islay Capital Management
Texas
$54.6K
AW
1968
Avion Wealth
Texas
$54K -$7K -190 -13%
SJIM
1969
St. Johns Investment Management
Florida
$53.7K +$44.9K +1,220 New
TJHA
1970
Thomas J. Herzfeld Advisors
Florida
$53K -$737 -20 -2%
SVCP
1971
Silicon Valley Capital Partners
California
$52.9K +$11.1K +300 +33%
RWM
1972
Ruedi Wealth Management
Illinois
$51.1K
NIC
1973
Northwest Investment Counselors
Oregon
$48.9K -$83.6K -2,270 -67%
MLA
1974
MB, Levis & Associates
Pennsylvania
$48K
IPW
1975
Impact Partnership Wealth
Georgia
$47.6K +$39.8K +1,080 New