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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1126
Rational Advisors
New York
$49K +$14.9K +380 +48%
IBOK
1127
Independence Bank of Kentucky
Kentucky
$48K -$3.92K -100 -8%
LJHT
1128
Laurie J. Hall Trustee
$47K – – –
ZIG
1129
Zullo Investment Group
Pennsylvania
$47K +$39.8K +1,015 +846%
RIM
1130
Rockbridge Investment Management
New York
$45.7K -$65.7K -1,675 -60%
SC
1131
Sierra Capital
Florida
$44K – – –
AF
1132
Advisornet Financial
Minnesota
$44K +$2.94K +75 +8%
PHK
1133
Point72 Hong Kong
Hong Kong
$43K -$2.32M -59,293 -98%
HFM
1134
Harvest Fund Management
China
$43K – – –
HRC
1135
Hoertkorn Richard Charles
$43K – – –
BWP
1136
Baldwin Wealth Partners
Massachusetts
$42K +$8.23K +210 +26%
WAM
1137
Worth Asset Management
Texas
$42K +$41.9K +1,069 New
MIFH
1138
Migdal Insurance & Financial Holdings
Israel
$41K -$25.4K -648 -40%
LWCFA
1139
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K -$24.3K -620 -38%
BFC
1140
Bedel Financial Consulting
Indiana
$41K -$18.7K -476 -32%
CFFP
1141
Center for Financial Planning
Michigan
$41K – – –
MCC
1142
Money Concepts Capital
Florida
$41K +$38.7K +987 New
NWM
1143
Nauset Wealth Management
Connecticut
$41K +$39.2K +1,000 New
M
1144
MOTCO
Texas
$40K -$4.46M -113,840 -99%
WB
1145
Webster Bank
Connecticut
$40K -$4.9K -125 -12%
KA
1146
Kozak & Associates
Colorado
$40K – – –
TFO
1147
Tarbox Family Office
California
$39K -$7.64K -195 -17%
DI
1148
Disciplined Investments
Oklahoma
$39K +$6.51K +166 +21%
JIR
1149
James Investment Research
Ohio
$39K +$36.8K +938 New
EW
1150
Evoke Wealth
California
$38K +$2.9K +74 +9%