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Name Holding Trade Value Shares
Change
Change in
Stake
OC
851
Oakworth Capital
Alabama
$1.97K – – –
CAWM
852
Capital A Wealth Management
Pennsylvania
$1.86K +$1.96K +16 New
CT
853
Clearstead Trust
Maine
$1.86K +$1.96K +16 New
TCA
854
Trifecta Capital Advisors
Illinois
$1.74K – – –
BWAM
855
Boyd Watterson Asset Management
Ohio
$1.74K – – –
T
856
Transce3nd
Texas
$1.74K +$1.83K +15 New
CYG
857
Clean Yield Group
Vermont
$1.63K – – –
AF
858
Advisornet Financial
Minnesota
$1.39K -$2.69K -22 -65%
IHWM
859
Iron Horse Wealth Management
Iowa
$1.39K – – –
NL
860
NVWM LLC
Pennsylvania
$1.28K – – –
TFM
861
TFC Financial Management
Massachusetts
$1.28K – – –
CWP
862
Clark Wealth Partners
Illinois
$1.28K +$1.34K +11 New
NMG
863
New Millennium Group
Utah
$1.28K +$1.34K +11 New
BCH
864
Berkshire Capital Holdings
California
$1.16K – – –
TFA
865
Transamerica Financial Advisors
Florida
$1K -$1.22K -10 -71%
PMAM
866
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SFCL
867
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
NS
868
NBC Securities
Alabama
$976 -$985K -8,059 -100%
PIS
869
POM Investment Strategies
North Carolina
$696 – – –
BFPW
870
BOK Financial Private Wealth
Colorado
$581 +$611 +5 New
SMAM
871
Sugar Maple Asset Management
Wisconsin
$580 +$611 +5 New
CPG
872
Cornerstone Planning Group
New Jersey
$360 +$367 +3 New
BGAI
873
Bruce G. Allen Investments
Colorado
$348 – – –
KBFS
874
Kohmann Bosshard Financial Services
Ohio
$348 +$367 +3 New
PWA
875
Principia Wealth Advisory
Texas
$348 +$367 +3 New