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Name Holding Trade Value Shares
Change
Change in
Stake
API
1051
Asset Planning Inc
California
$24.1K
BBPWM
1052
Blue Bell Private Wealth Management
Pennsylvania
$24.1K
BLC
1053
Brown, Lisle/Cummings
Rhode Island
$24.1K
VNA
1054
Valley National Advisers
Pennsylvania
$24K +$26K +202 New
DAM
1055
Delta Asset Management
Tennessee
$23.3K
RF
1056
Rossby Financial
Florida
$23.1K +$25.8K +200 New
LWCFA
1057
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.4K +$25.8K +200 New
CT
1058
Coastline Trust
Rhode Island
$20.5K
MTIC
1059
Missouri Trust & Investment Company
Missouri
$20.5K
RA
1060
Rise Advisors
New York
$19.8K +$3.35K +26 +19%
CIAM
1061
Caitong International Asset Management
Hong Kong
$19.6K -$156K -1,213 -88%
JWA
1062
JFS Wealth Advisors
Pennsylvania
$19.5K -$902 -7 -4%
MTC
1063
Matrix Trust Company
Colorado
$19K -$3.22K -25 -14%
PAM
1064
Pinpoint Asset Management
Hong Kong
$18.3K +$19.6K +152 New
GCM
1065
Gables Capital Management
Florida
$18.1K
HCM
1066
Hollencrest Capital Management
California
$18.1K +$19.3K +150 New
RMC
1067
Resources Management Corp
Connecticut
$18K +$9.66K +75 +100%
SIM
1068
Synergy Investment Management
Florida
$17.9K
NSG
1069
Nalls Sherbakoff Group
Tennessee
$17.8K +$19.1K +148 New
IAS
1070
IMA Advisory Services
Colorado
$17.6K +$18.8K +146 New
Q1WB
1071
Quest 10 Wealth Builders
Virginia
$17.1K +$14K +109 +330%
GKIM
1072
GW&K Investment Management
Massachusetts
$17K +$8.89K +69 +96%
BGAI
1073
Bruce G. Allen Investments
Colorado
$16.4K -$515 -4 -3%
ME
1074
McIlrath & Eck
Washington
$15.2K +$4.38K +34 +37%
WBC
1075
West Branch Capital
Massachusetts
$14.2K +$15.2K +118 New