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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Abound Wealth Management
Tennessee
$11.7K – – –
APW
802
Aventura Private Wealth
Florida
$11.5K +$571 +5 +5%
NSIM
803
North Star Investment Management
Illinois
$11.2K – – –
HC
804
Hurley Capital
New York
$11.1K +$11.3K +99 +1,980%
BGAI
805
Bruce G. Allen Investments
Colorado
$11K – – –
PP
806
PFS Partners
New Jersey
$10.9K +$11.6K +102 New
CTA
807
Colonial Trust Advisors
South Carolina
$10.7K – – –
EAM
808
Eukles Asset Management
Ohio
$10.7K – – –
SWM
809
SHP Wealth Management
Massachusetts
$10.7K +$11.4K +100 New
CTC
810
Central Trust Company
Missouri
$10.4K – – –
CPG
811
Cornerstone Planning Group
New Jersey
$10.1K +$3.08K +27 +36%
ADL
812
Asset Dedication LLC
California
$9.64K – – –
FPF
813
First Pacific Financial
Washington
$9.42K +$2.17K +19 +28%
UCB
814
United Community Bank
South Carolina
$8.35K +$8.91K +78 New
MB
815
MidFirst Bank
Oklahoma
$8.14K +$8.68K +76 New
MGI
816
Miller Global Investments
Texas
$7.71K +$8.22K +72 New
SIS
817
Sound Income Strategies
Florida
$7.53K +$2.97K +26 +57%
CMBA
818
C.M. Bidwell & Associates
Hawaii
$7.5K – – –
HIA
819
Harbor Investment Advisory
Maryland
$7.07K – – –
RS
820
Rakuten Securities
Japan
$7.07K +$343 +3 +5%
GA
821
GoalVest Advisory
New York
$7.07K +$7.54K +66 New
OP
822
ORG Partners
Indiana
$7.07K +$2.97K +26 +65%
FFO
823
Fortitude Family Office
Arizona
$6.75K +$1.03K +9 +17%
PWA
824
Physician Wealth Advisors
Utah
$6.64K -$1.37K -12 -16%
AFG
825
Albion Financial Group
Utah
$6.64K – – –