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Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
Sachetta
Massachusetts
$2.52K -$4.2K -209 -64%
NSIM
602
North Star Investment Management
Illinois
$2.35K -$2.11K -105 -48%
PWA
603
Principia Wealth Advisory
Texas
$2.35K +$1.41K +70 +167%
BWL
604
Bogart Wealth LLC
Virginia
$2.23K +$1.04K +52 +96%
MWA
605
Medallion Wealth Advisors
Connecticut
$2.12K -$25.1K -1,250 -93%
NB
606
NBH Bank
Colorado
$2.1K +$2.01K +100 New
VL
607
Vima LLC
Michigan
$2.1K +$2.01K +100 New
NB
608
NBT Bank
New York
$1.81K – – –
APFP
609
Action Point Financial Planning
Michigan
$1.81K +$1.73K +86 New
JWA
610
JFS Wealth Advisors
Pennsylvania
$1.75K -$402 -20 -19%
PS
611
Planning Strategies
Pennsylvania
$1.7K +$1.63K +81 New
MLA
612
MB, Levis & Associates
Pennsylvania
$1.68K – – –
SC
613
SouthState Corp
Florida
$1.66K +$462 +23 +41%
VFM
614
Vision Financial Markets
Connecticut
$1.64K – – –
KCM
615
Key Capital Management
Tennessee
$1.56K – – –
CFM
616
Cornerstone Financial Management
Massachusetts
$1.51K +$100 +5 +7%
TFIPS
617
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.47K -$5.42K -270 -79%
BF
618
Brooklyn FI
New York
$1.28K +$1.15K +57 New
BCM
619
Blume Capital Management
California
$1.26K – – –
RWM
620
Raffa Wealth Management
District of Columbia
$1.2K – – –
KG
621
Kilter Group
New York
$1.18K -$502 -25 -31%
DFC
622
DB Fitzpatrick & Co
Idaho
$1.16K +$201 +10 +22%
AWM
623
Activest Wealth Management
Florida
$1.14K +$1.08K +54 New
BFS
624
Bare Financial Services
Pennsylvania
$1.11K – – –
RWM
625
Rialto Wealth Management
New York
$1.09K +$1K +50 +2,500%
23 24
25
26 27