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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2201
Criterion Capital Advisors
Tennessee
$8.65K – – –
TVWM
2202
Tower View Wealth Management
Wisconsin
$8.48K – – –
CTC
2203
Cetera Trust Company
Minnesota
$7.42K – – –
JGIA
2204
Jackson Grant Investment Advisers
Connecticut
$7.42K – – –
LFA
2205
Legend Financial Advisors
Pennsylvania
$7.42K – – –
CIAS
2206
CBIZ Investment Advisory Services
Ohio
$7.42K +$5.06K +25 +250%
MAS
2207
MPWM Advisory Solutions
Georgia
$7.42K +$7.09K +35 New
APM
2208
a16z Perennial Management
California
$6.36K – – –
BHWM
2209
Beaird Harris Wealth Management
Texas
$6.36K – – –
TCM
2210
TruNorth Capital Management
Michigan
$6.36K – – –
CWM
2211
Copia Wealth Management
Oregon
$6.36K +$6.08K +30 New
RPA
2212
Redwood Park Advisors
California
$6.36K +$6.08K +30 New
MA
2213
MCF Advisors
Kentucky
$5.3K -$1.01K -5 -17%
FFC
2214
First Financial Corp
Indiana
$5.3K – – –
FIM
2215
FWL Investment Management
Texas
$5.3K – – –
WT
2216
Washington Trust
Rhode Island
$5.3K – – –
YAL
2217
Your Advocates Ltd
Texas
$5.3K – – –
CPA
2218
Compass Planning Associates
Massachusetts
$5.3K +$5.06K +25 New
FGC
2219
Financial Gravity Companies
Texas
$5.3K +$5.06K +25 New
PPA
2220
Painted Porch Advisors
California
$5.3K +$5.06K +25 New
PWA
2221
Principia Wealth Advisory
Texas
$5.3K +$5.06K +25 New
BAM
2222
Bellevue Asset Management
Washington
$5.3K – – –
CHC
2223
City Holding Co
West Virginia
$5.3K – – –
RF
2224
Robinswood Financial
Washington
$5.3K – – –
LIS
2225
Legacy Investment Solutions
Idaho
$5.04K +$5.06K +25 New