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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
2276
J. Safra Asset Management
New York
$17K – – –
LWP
2277
Laurel Wealth Planning
Minnesota
$17K +$20K +150 New
LSA
2278
Lansing Street Advisors
Pennsylvania
$17K +$20.4K +153 New
VRM
2279
Vectors Research Management
New York
$16K -$21.3K -160 -53%
WAM
2280
Worth Asset Management
Texas
$16K +$27.7K +208 New
MAM
2281
McCarthy Asset Management
California
$15K – – –
CHA
2282
Carmichael Hill & Associates
Maryland
$15K +$13.3K +100 +357%
FMP
2283
Financial Management Professionals
Texas
$14K -$1.73K -13 -10%
KFP
2284
KB Financial Partners
New Jersey
$13K -$111K -836 -88%
PWC
2285
PYA Waltman Capital
Tennessee
$13K – – –
AFS
2286
Aft Forsyth & Sober
Florida
$12K -$872K -6,550 -98%
VAM
2287
Vienna Asset Management
California
$12K -$541K -4,066 -98%
AW
2288
Avion Wealth
Texas
$12K – – –
RBC
2289
Roble Belko & Company
Pennsylvania
$12K – – –
LAS
2290
Lloyd Advisory Services
Georgia
$12K +$12.6K +95 +1,900%
CJL
2291
Cyrus J. Lawrence
New York
$12K +$13.3K +100 New
DB
2292
Dravo Bay
Delaware
$11.6K +$13.3K +100 New
MFT
2293
Moisand Fitzgerald Tamayo
Florida
$11K -$77.7K -584 -86%
FA
2294
Financial Advantage
Maryland
$11K – – –
SFA
2295
Semmax Financial Advisors
North Carolina
$11K – – –
FFA
2296
Fairfield Financial Advisors
Massachusetts
$10.1K +$11.6K +87 New
SC
2297
Sierra Capital
Florida
$10K -$96.9K -728 -89%
UFF
2298
USA Financial Formulas
Michigan
$10K +$10.1K +76 +585%
HNWAG
2299
High Net Worth Advisory Group
Florida
$9K -$5.99K -45 -37%
CBT
2300
CoreFirst Bank & Trust
Kansas
$9K – – –