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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1001
Perritt Capital Management
Illinois
$970 – – –
TFA
1002
Transamerica Financial Advisors
Florida
$831 +$746 +6 New
CPG
1003
Cornerstone Planning Group
New Jersey
$701 -$15.4K -124 -74%
APW
1004
Aventura Private Wealth
Florida
$693 – – –
CWM
1005
Copia Wealth Management
Oregon
$693 – – –
EPW
1006
Evergreen Private Wealth
Colorado
$693 – – –
FRA
1007
Front Row Advisors
California
$693 – – –
CTC
1008
Central Trust Company
Missouri
$693 +$621 +5 New
BHWM
1009
Beaird Harris Wealth Management
Texas
$634 -$870 -7 -58%
BIM
1010
Breakwater Investment Management
Washington
$555 +$497 +4 New
HIA
1011
HFM Investment Advisors
New Jersey
$554 – – –
DCM
1012
Davis Capital Management
Florida
$554 +$497 +4 New
HNW
1013
High Note Wealth
Minnesota
$554 +$497 +4 New
AFG
1014
Albion Financial Group
Utah
$416 – – –
RJA
1015
Ross\Johnson & Associates
Minnesota
$416 – – –
SA
1016
Seneschal Advisors
Washington
$416 +$373 +3 New
NS
1017
NBC Securities
Alabama
$415 +$373 +3 New
Q1WB
1018
Quest 10 Wealth Builders
Virginia
$413 – – –
KFI
1019
Key Financial Inc
Pennsylvania
$402 +$373 +3 New
PAM
1020
Palisade Asset Management
Minnesota
$278 +$249 +2 New
IAS
1021
IMA Advisory Services
Colorado
$277 – – –
PA
1022
Pineridge Advisors
Missouri
$277 – – –
CTA
1023
Colonial Trust Advisors
South Carolina
$139 – – –
RDFA
1024
Ritter Daniher Financial Advisory
Ohio
$139 – – –
CIAM
1025
Caitong International Asset Management
Hong Kong
$139 +$124 +1 New