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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1701
Sound Income Strategies
Florida
$48K +$3.2K +29 +6%
TFGT
1702
TS Financial Group (TSFG)
Illinois
$46K – – –
PK
1703
Pflug Koory
Nebraska
$45K – – –
VRM
1704
Vectors Research Management
New York
$45K – – –
CDIA
1705
Capital Directions Investment Advisors
Georgia
$44K -$6.07K -55 -11%
SC
1706
SouthState Corp
Florida
$43K +$24.3K +220 +98%
DAM
1707
Delta Asset Management
Tennessee
$40K – – –
VCM
1708
Versant Capital Management
Arizona
$40K +$7.73K +70 +20%
BWA
1709
BDO Wealth Advisors
Florida
$39K +$45K +408 New
GFPC
1710
Global Financial Private Client
Florida
$38.4K -$259K -2,348 -85%
SL
1711
Savior LLC
Massachusetts
$38K -$11.2K -101 -20%
WWM
1712
Willingdon Wealth Management
North Carolina
$38K -$4.53K -41 -9%
SIAP
1713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K +$33.1K +300 +306%
WQ
1714
Wealth Quarterback
New Jersey
$37.2K -$2.32K -21 -5%
AC
1715
AlphaCore Capital
California
$36K +$42K +380 New
BHWM
1716
Bay Harbor Wealth Management
Maryland
$35K -$3.97K -36 -9%
RMC
1717
Resources Management Corp
Connecticut
$35K +$4.64K +42 +13%
MFT
1718
Moisand Fitzgerald Tamayo
Florida
$34K -$16.3K -148 -30%
EFSCE
1719
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$1.44K +13 +4%
HDIM
1720
Hanson & Doremus Investment Management
Vermont
$32K +$28.2K +255 +340%
TJHA
1721
Thomas J. Herzfeld Advisors
Florida
$31K +$11.8K +107 +50%
MCM
1722
McMillion Capital Management
North Carolina
$29K – – –
SL
1723
Salomon & Ludwin
Virginia
$29K – – –
TI
1724
Truehand Inc
New Hampshire
$29K – – –
SFPG
1725
Stonebridge Financial Planning Group
Florida
$29K +$27.6K +250 +1,000%
67 68
69
70 71