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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
Baystate Wealth Management
Massachusetts
$1.76K – – –
NSIM
502
North Star Investment Management
Illinois
$1.76K – – –
PPWM
503
PFG Private Wealth Management
Florida
$1.76K – – –
BHWM
504
Beaird Harris Wealth Management
Texas
$1.41K – – –
FP
505
Financial Perspectives
Minnesota
$1.41K – – –
CWP
506
Concord Wealth Partners
Virginia
$1.34K -$3.79K -49 -72%
SWA
507
Sutton Wealth Advisors
Florida
$1.34K – – –
ME
508
McIlrath & Eck
Washington
$1.27K – – –
HI
509
Hoey Investments
Pennsylvania
$1.13K – – –
DAM
510
Delta Asset Management
Tennessee
$1.06K – – –
AA
511
AlphaMark Advisors
Kentucky
$1K – – –
BG
512
Bollard Group
Massachusetts
$1K – – –
CSB
513
City State Bank
Iowa
$1K – – –
BAM
514
Byrne Asset Management
New Jersey
$1K +$1.32K +17 New
BAAM
515
Baker Avenue Asset Management
California
$988 +$387 +5 +56%
BCM
516
Blume Capital Management
California
$848 – – –
EWP
517
Elevation Wealth Partners
California
$848 – – –
CPG
518
Cornerstone Planning Group
New Jersey
$847 +$155 +2 +20%
KA
519
Kozak & Associates
Colorado
$718 +$774 +10 New
AF
520
Advisornet Financial
Minnesota
$706 -$1.94K -25 -71%
BCH
521
Berkshire Capital Holdings
California
$706 – – –
PS
522
PayPay Securities
Japan
$672 +$77 +1 +7%
LF
523
Lee Financial
Texas
$636 – – –
WPA
524
West Paces Advisors
Georgia
$565 – – –
SIC
525
SJS Investment Consulting
Ohio
$565 +$155 +2 +33%