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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1401
Kemnay Advisory Services
New York
$20.3K +$453 +2 +2%
ACA
1402
Atlas Capital Advisors
Wyoming
$19.6K
MEG
1403
Millstone Evans Group
Colorado
$19.4K +$679 +3 +4%
FMP
1404
Financial Management Professionals
Texas
$19K
JGCM
1405
Joseph Group Capital Management
Ohio
$18.7K +$8.15K +36 +75%
1IA
1406
1620 Investment Advisors
Massachusetts
$18.3K
CMBA
1407
C.M. Bidwell & Associates
Hawaii
$18K
PGAM
1408
Princeton Global Asset Management
New Jersey
$18K
CPG
1409
Cornerstone Planning Group
New Jersey
$17.5K +$3.4K +15 +25%
KSB
1410
Kennebec Savings Bank
Maine
$17.4K +$17.7K +78 New
APFP
1411
Action Point Financial Planning
Michigan
$17.2K +$17.7K +78 New
JWM
1412
JPL Wealth Management
Colorado
$17.2K +$1.13K +5 +7%
FLP
1413
Financial Life Planners
Arizona
$16.8K +$226 +1 +1%
WAS
1414
Winch Advisory Services
Wisconsin
$16.5K
AT
1415
Arlington Trust
Alabama
$16.5K
PWMG
1416
Private Wealth Management Group
New Jersey
$16.3K
EFMH
1417
E Fund Management (HK)
Hong Kong
$15.8K +$16.1K +71 New
HIA
1418
Harbor Investment Advisory
Maryland
$15.6K
SC
1419
Solstein Capital
California
$15.6K
SGK
1420
Steigerwald Gordon & Koch
Virginia
$15.4K
S
1421
Sachetta
Massachusetts
$15.4K +$5.21K +23 +50%
MAFA
1422
MJT & Associates Financial Advisory
Minnesota
$15.4K -$3.17K -14 -17%
CFM
1423
Cornerstone Financial Management
Massachusetts
$15.4K +$7.24K +32 +86%
RS
1424
Rakuten Securities
Japan
$14.7K +$3.4K +15 +29%
CT
1425
Clearstead Trust
Maine
$14.5K