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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
801
Meeder Asset Management
Ohio
$20.7K +$13.7K +55 +149%
MMCM
802
Murphy & Mullick Capital Management
New York
$19.5K – – –
PWMG
803
Private Wealth Management Group
New Jersey
$19.3K – – –
HAP
804
Harbor Asset Planning
Massachusetts
$19.2K – – –
TWD
805
True Wealth Design
Ohio
$18.6K +$9.72K +39 +89%
DSC
806
Duncker Streett & Co
Missouri
$18K – – –
BDPWM
807
Barnes Dennig Private Wealth Management
Ohio
$17.3K +$3.49K +14 +22%
AT
808
Arlington Trust
Alabama
$16.6K +$8.47K +34 +85%
CFD
809
Creative Financial Designs
Indiana
$16.2K – – –
SR
810
Swiss Re
Switzerland
$15.7K – – –
CT
811
Coastline Trust
Rhode Island
$15.3K – – –
JWA
812
JFS Wealth Advisors
Pennsylvania
$14.1K -$5.48K -22 -26%
GSEP
813
Golden State Equity Partners
California
$13.7K +$15.2K +61 New
WA
814
WPG Advisers
Maryland
$13K -$2.99K -12 -17%
TC
815
Truvestments Capital
Florida
$13K – – –
KAS
816
Kemnay Advisory Services
New York
$13K +$1.25K +5 +9%
KFI
817
Key Financial Inc
Pennsylvania
$12.3K – – –
LI
818
LRI Investments
Florida
$11.9K – – –
FFO
819
Fortitude Family Office
Arizona
$11.7K +$3.24K +13 +33%
CT
820
Clearstead Trust
Maine
$11.7K +$6.48K +26 +100%
FMP
821
Financial Management Professionals
Texas
$11.5K – – –
TGY2IT
822
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$11.4K +$12.7K +51 New
HWA
823
HHM Wealth Advisors
Tennessee
$11.3K – – –
SNB
824
Security National Bank
Nebraska
$11.2K – – –
SGK
825
Steigerwald Gordon & Koch
Virginia
$11.2K – – –