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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
SOA Wealth Advisors
New York
$12.4K – – –
CAL
702
Capital Analysts LLC
Pennsylvania
$12K -$816 -13 -7%
FCG
703
Financial Connections Group
California
$12K – – –
WT
704
Whittier Trust
California
$12K – – –
SIM
705
Synergy Investment Management
Florida
$12K +$12.1K +193 New
AFC
706
Ares Financial Consulting
California
$11.3K +$11.4K +182 New
FFO
707
Fortitude Family Office
Arizona
$11.1K +$8.16K +130 +260%
TFA
708
Toth Financial Advisory
Virginia
$10.7K – – –
CPG
709
Cornerstone Planning Group
New Jersey
$10.6K -$4.21K -67 -39%
JWA
710
JFS Wealth Advisors
Pennsylvania
$10.5K +$1.7K +27 +19%
KG
711
Kilter Group
New York
$10.3K -$63 -1 -0.6%
CCM
712
Chilton Capital Management
Texas
$10.1K – – –
CA
713
Clearstead Advisors
Ohio
$9.97K -$59.7K -952 -86%
MA
714
Montag & Associates
Georgia
$9.85K +$1.76K +28 +21%
KAS
715
Kemnay Advisory Services
New York
$9.78K +$9.92K +158 New
RF
716
Rossby Financial
Florida
$9.52K +$1.63K +26 +20%
EC
717
Elequin Capital
New York
$9.41K -$16K -255 -63%
TGY2IT
718
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$8.79K +$8.91K +142 New
TM
719
Torren Management
California
$7.8K -$94K -1,498 -92%
EFMH
720
E Fund Management (HK)
Hong Kong
$7.62K +$7.72K +123 New
CSC
721
Caldwell Sutter Capital
California
$7.49K – – –
BONH
722
Bank of New Hampshire
New Hampshire
$7.12K +$7.22K +115 New
CMA
723
Cedar Mountain Advisors
Oregon
$7K +$7.09K +113 New
AG
724
AmeriFlex Group
Nevada
$6.87K -$4.58K -73 -40%
PWAM
725
Private Wealth Asset Management
Iowa
$6.25K – – –
27 28
29
30 31