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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
2151
North Star Investment Management
Illinois
$18.4K – – –
HC
2152
Hurley Capital
New York
$18.4K +$934 +5 +5%
UFF
2153
USA Financial Formulas
Michigan
$18.4K +$7.47K +40 +67%
DAM
2154
Delta Asset Management
Tennessee
$17.5K – – –
RTL
2155
Red Tortoise LLC
Georgia
$17.5K – – –
JAM
2156
JCIC Asset Management
Ontario, Canada
$17.5K +$17.7K +95 New
CWP
2157
Clark Wealth Partners
Illinois
$16.2K +$71K +380 +253%
CMP
2158
Coston McIsaac & Partners
Maine
$15K – – –
OAJ
2159
Ogorek Anthony Joseph
New York
$15K +$2.8K +15 +21%
HWA
2160
HHM Wealth Advisors
Tennessee
$14.7K -$5.6K -30 -27%
BHWM
2161
Beaird Harris Wealth Management
Texas
$14.7K +$5.6K +30 +60%
PMFA
2162
Plante Moran Financial Advisors
Michigan
$14.7K -$41.1K -220 -73%
CFD
2163
Creative Financial Designs
Indiana
$14.7K – – –
SCA
2164
Stuart Chaussee & Associates
California
$14.7K – – –
BFS
2165
Bare Financial Services
Pennsylvania
$14.7K +$3.74K +20 +33%
CI
2166
Clal Insurance
Israel
$14K – – –
NWM
2167
Navigoe Wealth Management
California
$14K +$12.1K +65 +433%
AEPWM
2168
Atlantic Edge Private Wealth Management
Florida
$13.8K – – –
IW
2169
Imprint Wealth
South Carolina
$13.8K +$14K +75 New
Q1WB
2170
Quest 10 Wealth Builders
Virginia
$13K -$6.54K -35 -33%
WW
2171
Winnow Wealth
Texas
$12.9K +$13.1K +70 New
DWM
2172
Dogwood Wealth Management
Kansas
$12.9K +$3.74K +20 +40%
SWA
2173
SOA Wealth Advisors
New York
$12.4K – – –
IWM
2174
Inlight Wealth Management
Georgia
$12K -$7.47K -40 -38%
FPF
2175
First Pacific Financial
Washington
$12K – – –