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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2101
BOK Financial Private Wealth
Colorado
$15.2K +$3.76K +38 +33%
LFASL
2102
Lugano Financial Advisors SA (LFA)
Switzerland
$14.9K – – –
HFS
2103
Hughes Financial Services
Virginia
$14.9K +$4.85K +49 +49%
BWM
2104
Benson Wealth Management
Tennessee
$14.7K +$7.23K +73 +97%
NWM
2105
Nova Wealth Management
Florida
$14.5K -$18.8K -190 -57%
BAM
2106
Byrne Asset Management
New Jersey
$14.5K -$7.62K -77 -35%
KB
2107
Kimelman & Baird
New York
$14.4K -$149K -1,500 -91%
BSB
2108
Bangor Savings Bank
Maine
$14.4K – – –
CIA
2109
Cape Investment Advisory
Georgia
$14.4K +$14.4K +145 New
PS
2110
Planning Strategies
Pennsylvania
$13.9K +$13.9K +140 New
DCM
2111
Davis Capital Management
Florida
$13.7K +$12.3K +124 +886%
DAM
2112
Delta Asset Management
Tennessee
$13.6K +$4.16K +42 +44%
VWA
2113
Valued Wealth Advisors
Utah
$13.1K -$3.17K -32 -20%
SN
2114
Sittner & Nelson
Oregon
$13.1K +$693 +7 +6%
AS
2115
Altshuler Shaham
Israel
$13K +$5.94K +60 +85%
OAJ
2116
Ogorek Anthony Joseph
New York
$13K -$1.68K -17 -11%
FPB
2117
First PREMIER Bank
South Dakota
$13K – – –
BFP
2118
Birchwood Financial Partners
Minnesota
$12.5K – – –
AI
2119
Atomic Invest
New York
$12.4K -$2.97K -30 -19%
SR
2120
Syntax Research
Florida
$12.4K – – –
FPF
2121
First Pacific Financial
Washington
$12.3K +$3.07K +31 +33%
MEG
2122
Millstone Evans Group
Colorado
$11.9K +$495 +5 +4%
SC
2123
Swan Capital
Florida
$11.9K +$2.18K +22 +22%
PWA
2124
Principia Wealth Advisory
Texas
$11.5K +$2.18K +22 +23%
FRA
2125
Front Row Advisors
California
$11.2K +$693 +7 +9%
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85
86 87