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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
3351
JCIC Asset Management
Ontario, Canada
$30.3K – – –
BC
3352
Bayforest Capital
United Kingdom
$30.1K +$4.17K +28 +16%
DWS
3353
Dynamic Wealth Strategies
California
$30.1K +$29.9K +201 New
KSWA
3354
Kathleen S. Wright Associates
Pennsylvania
$30K – – –
CCMI
3355
Creative Capital Management Investments
California
$29.8K – – –
AEPWM
3356
Atlantic Edge Private Wealth Management
Florida
$29.5K +$5.06K +34 +21%
EF
3357
Elite Financial
Idaho
$28K +$28.6K +192 New
CF
3358
Collier Financial
Colorado
$28K +$595 +4 +2%
WCM
3359
WealthTrak Capital Management
Virginia
$27.6K +$447 +3 +2%
MSWM
3360
Mowery & Schoenfeld Wealth Management
Illinois
$27.3K -$44.4K -298 -62%
NIM
3361
Nexus Investment Management
Ontario, Canada
$27K +$18.6K +125 New
SWM
3362
Shelton Wealth Management
Texas
$25K – – –
ETS
3363
ESL Trust Services
New York
$24.9K – – –
MAM
3364
Meeder Asset Management
Ohio
$24.7K -$10.7K -72 -30%
NWM
3365
Nova Wealth Management
Florida
$24.6K +$24.4K +164 New
RTL
3366
Red Tortoise LLC
Georgia
$22.9K – – –
DFA
3367
DHJJ Financial Advisors
Illinois
$22.5K – – –
TCPG
3368
Trivant Custom Portfolio Group
California
$22.2K – – –
FFA
3369
Frazier Financial Advisors
Ohio
$21.4K – – –
BIM
3370
Breakwater Investment Management
Washington
$20.1K – – –
CI
3371
Clal Insurance
Israel
$20K +$12.2K +82 +164%
AF
3372
Abound Financial
California
$19.6K +$19.5K +131 New
SIM
3373
Synergy Investment Management
Florida
$19.1K -$2.68K -18 -12%
NCM
3374
Northwest Capital Management
Oregon
$18.9K – – –
FC
3375
Family CFO
California
$18.7K – – –