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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1901
North Star Investment Management
Illinois
$117K +$120K +1,016 +1,016%
FLP
1902
Financial Life Planners
Arizona
$113K -$87.1K -740 -41%
SAM
1903
S.A. Mason
Michigan
$113K +$4.12K +35 +3%
CA
1904
CoreCap Advisors
Michigan
$110K +$25.9K +220 +27%
TWD
1905
True Wealth Design
Ohio
$110K +$48.1K +409 +64%
SWM
1906
SHP Wealth Management
Massachusetts
$110K +$8K +68 +7%
LIA
1907
Limestone Investment Advisors
New York
$108K +$44.7K +380 +58%
DPW
1908
DiNuzzo Private Wealth
Pennsylvania
$107K -$824 -7 -0.7%
PB
1909
Prosperity Bancshares
Texas
$106K -$40.9K -348 -26%
BCM
1910
Berbice Capital Management
New York
$105K -$2.17M -18,435 -95%
CWA
1911
Crux Wealth Advisors
California
$105K +$118K +1,000 New
MWM
1912
Mosley Wealth Management
California
$103K +$13.2K +112 New
BCWM
1913
Bartlett & Co Wealth Management
Ohio
$101K +$29.8K +253 +30%
WSFG
1914
Wall Street Financial Group
Illinois
$101K +$114K +970 New
DMIC
1915
Dixon Mitchell Investment Counsel
British Columbia, Canada
$100K
FMII
1916
Farmers & Merchants Investments Inc
Nebraska
$100K +$16.5K +140 +17%
POIA
1917
Pin Oak Investment Advisors
Texas
$100K +$17.5K +149 +18%
MAM
1918
Morse Asset Management
Connecticut
$100K -$473K -4,024 -81%
NF
1919
Napier Financial
Massachusetts
$98.8K +$111K +945 New
TCOT
1920
Trust Company of Toledo
Ohio
$98.3K -$360K -3,062 -77%
PWAM
1921
Private Wealth Asset Management
Iowa
$98.3K -$588 -5 -0.5%
AEPWM
1922
Atlantic Edge Private Wealth Management
Florida
$93K +$95.9K +815 +1,087%
MCM
1923
MV Capital Management
Maryland
$91.6K -$64K -544 -38%
IRC
1924
Investors Research Corp
Georgia
$90.4K +$1.18K +10 +1%
AA
1925
Addison Advisors
Vermont
$89.6K -$8.82K -75 -8%