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Name Holding Trade Value Shares
Change
Change in
Stake
BI
2051
Binnacle Investments
Iowa
$16.7K +$20.2K +105 New
IWM
2052
Inlight Wealth Management
Georgia
$16.7K +$20.2K +105 New
AG
2053
AmeriFlex Group
Nevada
$15.9K -$80K -415 -81%
CB
2054
Centennial Bank
Arkansas
$15.9K
NSIM
2055
North Star Investment Management
Illinois
$15.9K
WTFG
2056
Wood Tarver Financial Group
Idaho
$15.9K
SC
2057
Steph & Co
Wisconsin
$15.9K +$3.85K +20 +25%
CIAS
2058
CBIZ Investment Advisory Services
Ohio
$15.9K +$12.5K +65 +186%
BC
2059
Bayforest Capital
United Kingdom
$15.9K +$19.3K +100 New
DAM
2060
Delta Asset Management
Tennessee
$15.1K -$91.6K -475 -83%
AFG
2061
Albion Financial Group
Utah
$15.1K
HC
2062
Hurley Capital
New York
$15.1K
RTL
2063
Red Tortoise LLC
Georgia
$15.1K
MWA
2064
Moser Wealth Advisors
Washington
$14.3K
Cohen & Steers
2065
Cohen & Steers
New York
$14K -$471K -2,445 -96%
NAAA
2066
New Age Alpha Advisors
New York
$13.5K
TWD
2067
True Wealth Design
Ohio
$13.4K +$5.78K +30 +55%
CMP
2068
Coston McIsaac & Partners
Maine
$13K
BA
2069
Bellwether Advisors
Nebraska
$12.7K
SCA
2070
Stuart Chaussee & Associates
California
$12.7K
CHC
2071
City Holding Co
West Virginia
$12.7K +$10.6K +55 +220%
AEPWM
2072
Atlantic Edge Private Wealth Management
Florida
$11.9K +$14.5K +75 New
SIM
2073
Synergy Investment Management
Florida
$11.9K
TCPG
2074
Trivant Custom Portfolio Group
California
$11.9K +$4.82K +25 +50%
CFD
2075
Creative Financial Designs
Indiana
$11.1K -$6.75K -35 -33%