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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1651
Janiczek Wealth Management
Colorado
$186K +$8.8K +60 +5%
EFMH
1652
E Fund Management (HK)
Hong Kong
$186K +$8.07K +55 +5%
HI
1653
Harbour Investments
Wisconsin
$186K -$16.9K -115 -9%
FIA
1654
FNY Investment Advisers
New York
$184K -$1.03M -7,015 -86%
FNWA
1655
Financial Network Wealth Advisors
Utah
$182K +$169K +1,155 New
USB
1656
Union Savings Bank
Connecticut
$177K – – –
FPFS
1657
First Personal Financial Services
North Carolina
$169K – – –
HBW
1658
Hazlett, Burt & Watson
West Virginia
$167K +$13.2K +90 +9%
W
1659
WealthCollab
Washington
$163K – – –
TFA
1660
Toth Financial Advisory
Virginia
$162K -$714K -4,865 -83%
WPWM
1661
Western Pacific Wealth Management
Illinois
$160K +$11.7K +80 +9%
DPW
1662
DiNuzzo Private Wealth
Pennsylvania
$159K +$4.4K +30 +3%
SNB
1663
Security National Bank
Nebraska
$159K +$93.2K +635 +169%
KFS
1664
Kelly Financial Services
Massachusetts
$157K +$11K +75 +8%
EBA
1665
Eagle Bay Advisors
New York
$156K -$69.7K -475 -32%
MA
1666
Montag & Associates
Georgia
$155K – – –
UCB
1667
United Community Bank
South Carolina
$153K -$3.67K -25 -3%
RFA
1668
Register Financial Advisors
Georgia
$142K – – –
WIM
1669
Westside Investment Management
California
$142K +$4.4K +30 +3%
POIA
1670
Pin Oak Investment Advisors
Texas
$138K – – –
MME
1671
Meag Munich Ergo
Germany
$132K +$47K +320 +62%
HCM
1672
Hollencrest Capital Management
California
$131K +$17.6K +120 +17%
MCM
1673
MV Capital Management
Maryland
$130K +$8.8K +60 +8%
OCM
1674
Osterweis Capital Management
California
$129K – – –
CT
1675
Caldwell Trust
Florida
$127K +$15.4K +105 +15%