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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1551
GoalVest Advisory
New York
$56.7K +$10.6K +81 +20%
SC
1552
Swan Capital
Florida
$56.3K +$23K +175 +58%
OCM
1553
Osterweis Capital Management
California
$54.9K – – –
PF
1554
PlanVest Financial
Maryland
$52.9K +$58.6K +446 New
SC
1555
Solstein Capital
California
$51K +$56.5K +430 New
CCA
1556
Catalyst Capital Advisors
New York
$50.2K -$3.29K -25 -6%
JWM
1557
JPL Wealth Management
Colorado
$50.1K +$55.4K +422 New
GAA
1558
Global Assets Advisory
Florida
$49.5K +$54.8K +417 New
PWMG
1559
Private Wealth Management Group
New Jersey
$48.3K – – –
YDMI
1560
Y.D. More Investments
Israel
$47.4K -$72.3K -550 -58%
WPWM
1561
Western Pacific Wealth Management
Illinois
$47.4K – – –
HWA
1562
Heritage Wealth Advisors
Virginia
$46.9K +$40.7K +310 +365%
FA
1563
Fountainhead AM
New Jersey
$46.4K +$24.3K +185 +90%
HIW
1564
Holos Integrated Wealth
Pennsylvania
$45.5K – – –
EC
1565
Elequin Capital
New York
$45.1K +$49.9K +380 New
AG
1566
AmeriFlex Group
Nevada
$43.1K -$59.7K -454 -56%
SIC
1567
SJS Investment Consulting
Ohio
$42.7K -$9.99K -76 -17%
YAL
1568
Your Advocates Ltd
Texas
$42.7K -$3.29K -25 -6%
CYG
1569
Clean Yield Group
Vermont
$42.2K -$1.05K -8 -2%
CT
1570
Colonial Trust
South Carolina
$42K -$12.2K -93 -21%
HPBT
1571
Hickory Point Bank & Trust
Illinois
$40.3K +$44.7K +340 New
RIAS
1572
Rachor Investment Advisory Services
Michigan
$40K +$1.05K +8 +2%
BT
1573
Banque Transatlantique
France
$39.1K -$50.6K -385 -54%
SMFG
1574
Sumitomo Mitsui Financial Group
Japan
$38.8K -$111K -846 -72%
KFI
1575
Key Financial Inc
Pennsylvania
$38K -$263 -2 -0.6%
61 62
63
64 65