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Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
1676
1 North Wealth Services
Maryland
$108K
OP
1677
ORG Partners
Indiana
$107K -$161 -1 -0.2%
PWMA
1678
Pension & Wealth Management Advisors
Massachusetts
$105K -$8.99K -56 -8%
PCC
1679
Park Circle Company
Maryland
$105K
CCP
1680
Caden Capital Partners
California
$99.5K +$99.2K +618 New
CMP
1681
Coston McIsaac & Partners
Maine
$99K
DF
1682
DecisionPoint Financial
Arizona
$98.7K
NSIM
1683
North Star Investment Management
Illinois
$97.5K +$8.35K +52 +9%
AA
1684
Addison Advisors
Vermont
$93.4K -$1.28K -8 -1%
GKIM
1685
GW&K Investment Management
Massachusetts
$93K
FMP
1686
Financial Management Professionals
Texas
$92.2K +$30.3K +189 +49%
CC
1687
Copos Capital
$87.2K +$87K +542 New
CTA
1688
Colonial Trust Advisors
South Carolina
$83.7K +$16.1K +100 +24%
LAM
1689
LOM Asset Management
$80.5K +$80.3K +500 New
SIS
1690
Strategic Investment Solutions
Illinois
$80.5K +$80.3K +500 New
KFP
1691
Kerr Financial Planning
California
$80.4K
AAM
1692
Alphadyne Asset Management
New York
$77.9K -$174K -1,085 -69%
JSAM
1693
J. Safra Asset Management
New York
$77.6K +$77.4K +482 New
OCM
1694
Osterweis Capital Management
California
$74.5K
POIA
1695
Pin Oak Investment Advisors
Texas
$74K -$16.1K -100 -13%
CCA
1696
Catalyst Capital Advisors
New York
$72.1K -$26.3K -164 -27%
CT
1697
Colonial Trust
South Carolina
$71.9K +$17.2K +107 +31%
TAM
1698
Tucker Asset Management
Colorado
$70.3K -$326K -2,028 -82%
SIC
1699
SJS Investment Consulting
Ohio
$70.2K +$26K +162 +59%
SA
1700
Scarborough Advisors
Maryland
$69.2K -$12.8K -80 -16%