Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
2751
Global Financial Private Client
Florida
$105K -$445K -30,330 -81%
MBFW
2752
Morton Brown Family Wealth
Pennsylvania
$105K +$95.8K +6,530 +1,005%
WAM
2753
Worth Asset Management
Texas
$104K +$36.7K +2,500 +54%
PGAM
2754
Princeton Global Asset Management
New Jersey
$104K -$29.3K -2,000 -22%
HDIM
2755
Hanson & Doremus Investment Management
Vermont
$104K – – –
EPM
2756
Equitec Proprietary Markets
Illinois
$102K +$44K +3,000 +75%
LSV Asset Management
2757
LSV Asset Management
Illinois
$102K – – –
FFL
2758
Financial Freedom LLC
Ohio
$101K +$102K +6,930 New
SA
2759
SRH Advisors
Kansas
$101K – – –
Belvedere Trading
2760
Belvedere Trading
Illinois
$99.8K +$100K +6,830 New
BBPWM
2761
Blue Bell Private Wealth Management
Pennsylvania
$97.3K -$7.92K -540 -8%
BLC
2762
Brown, Lisle/Cummings
Rhode Island
$96.3K +$4.84K +330 +5%
EC
2763
Elequin Capital
New York
$95.9K +$96.2K +6,560 New
CPG
2764
Cornerstone Planning Group
New Jersey
$95.1K +$83.2K +5,670 New
CWAF
2765
Core Wealth Advisors (Florida)
Florida
$91.2K -$186K -12,710 -67%
KFS
2766
Kelly Financial Services
Massachusetts
$89.5K +$1.17K +80 +1%
DMBA
2767
Deseret Mutual Benefit Administrators
Utah
$88.1K -$362K -24,660 -80%
DAC
2768
Dividend Assets Capital
South Carolina
$88K – – –
ST
2769
Sageworth Trust
Pennsylvania
$88K +$880 +60 +1%
LWP
2770
Laurel Wealth Planning
Minnesota
$87.7K – – –
LFASL
2771
Lugano Financial Advisors SA (LFA)
Switzerland
$87.7K +$88K +6,000 New
CMBA
2772
C.M. Bidwell & Associates
Hawaii
$87.5K +$1.91K +130 +2%
TFP
2773
Tilia Fiduciary Partners
North Carolina
$86.8K – – –
WAM
2774
WFA Asset Management
Wisconsin
$86.5K – – –
JGIA
2775
Jackson Grant Investment Advisers
Connecticut
$82.6K -$99.4K -6,780 -55%