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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
2451
Islay Capital Management
Texas
$36K – – –
MHR
2452
Matthew Hamilton Rosenberg
$36K – – –
BWL
2453
Bogart Wealth LLC
Virginia
$36K +$29.8K +118 +369%
WLPWM
2454
Walled Lake Planning & Wealth Management
Illinois
$34K – – –
PO
2455
Private Ocean
California
$34K +$253 +1 +0.7%
MAM
2456
McCarthy Asset Management
California
$32K – – –
BFG
2457
Baron Financial Group
New Jersey
$31.6K -$17.7K -70 -35%
KFS
2458
Kelly Financial Services
Massachusetts
$31.1K – – –
BAMG
2459
Brand Asset Management Group
Missouri
$31K – – –
DWP
2460
Destiny Wealth Partners
Florida
$31K +$3.03K +12 +10%
COCM
2461
Charter Oak Capital Management
New Hampshire
$27K – – –
CA
2462
Crewe Advisors
Utah
$27K – – –
PC
2463
Permanens Capital
New York
$27K +$28K +111 New
RBC
2464
Roble Belko & Company
Pennsylvania
$26K – – –
FMP
2465
Financial Management Professionals
Texas
$26K +$4.29K +17 +19%
GG
2466
Gleason Group
Kentucky
$25K +$26.5K +105 New
CPWM
2467
Cypress Point Wealth Management
Texas
$24K -$821K -3,250 -97%
GSAM
2468
Grant Street Asset Management
Pennsylvania
$24K -$12.6K -50 -33%
APW
2469
Acima Private Wealth
Virginia
$24K – – –
APWA
2470
Atlas Private Wealth Advisors
New Jersey
$24K – – –
BC
2471
Barnett & Company
Tennessee
$24K – – –
CHA
2472
Carmichael Hill & Associates
Maryland
$24K – – –
FA
2473
Financial Advantage
Maryland
$24K – – –
PP
2474
PrairieView Partners
Minnesota
$24K – – –
LS
2475
Leelyn Smith
Illinois
$24K +$3.79K +15 +18%