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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1126
Independence Bank of Kentucky
Kentucky
$48K -$3.92K -100 -8%
LJHT
1127
Laurie J. Hall Trustee
$47K
ZIG
1128
Zullo Investment Group
Pennsylvania
$47K +$39.8K +1,015 +846%
RIM
1129
Rockbridge Investment Management
New York
$45.7K -$65.7K -1,675 -60%
SC
1130
Sierra Capital
Florida
$44K
AF
1131
Advisornet Financial
Minnesota
$44K +$2.94K +75 +8%
PHK
1132
Point72 Hong Kong
Hong Kong
$43K -$2.32M -59,293 -98%
HFM
1133
Harvest Fund Management
China
$43K
HRC
1134
Hoertkorn Richard Charles
$43K
BWP
1135
Baldwin Wealth Partners
Massachusetts
$42K +$8.23K +210 +26%
WAM
1136
Worth Asset Management
Texas
$42K +$41.9K +1,069 New
MIFH
1137
Migdal Insurance & Financial Holdings
Israel
$41K -$25.4K -648 -40%
LWCFA
1138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K -$24.3K -620 -38%
BFC
1139
Bedel Financial Consulting
Indiana
$41K -$18.7K -476 -32%
CFFP
1140
Center for Financial Planning
Michigan
$41K
MCC
1141
Money Concepts Capital
Florida
$41K +$38.7K +987 New
NWM
1142
Nauset Wealth Management
Connecticut
$41K +$39.2K +1,000 New
M
1143
MOTCO
Texas
$40K -$4.46M -113,840 -99%
WB
1144
Webster Bank
Connecticut
$40K -$4.9K -125 -12%
KA
1145
Kozak & Associates
Colorado
$40K
TFO
1146
Tarbox Family Office
California
$39K -$7.64K -195 -17%
DI
1147
Disciplined Investments
Oklahoma
$39K +$6.51K +166 +21%
JIR
1148
James Investment Research
Ohio
$39K +$36.8K +938 New
EW
1149
Evoke Wealth
California
$38K +$2.9K +74 +9%
GIA
1150
GHP Investment Advisors
Colorado
$36K +$33.7K +860 New