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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1376
Pin Oak Investment Advisors
Texas
$13K – – –
NMM
1377
Naples Money Management
Florida
$12.3K – – –
SL
1378
Salomon & Ludwin
Virginia
$12.2K – – –
HWM
1379
HighMark Wealth Management
Minnesota
$12.1K +$5.26K +109 +74%
BHWM
1380
Beaird Harris Wealth Management
Texas
$12.1K +$7.14K +148 +137%
CAM
1381
Costello Asset Management
Pennsylvania
$11.8K – – –
CIA
1382
Cape Investment Advisory
Georgia
$11.7K +$4.83K +100 +68%
PMFA
1383
Plante Moran Financial Advisors
Michigan
$11.2K +$483 +10 +4%
FW
1384
Fairway Wealth
Ohio
$10.9K +$11.2K +232 New
ME
1385
McIlrath & Eck
Washington
$10.9K – – –
WAS
1386
Winch Advisory Services
Wisconsin
$10.7K +$48 +1 +0.4%
T
1387
Tidemark
California
$10.2K +$10.4K +216 New
TIM
1388
Tortoise Investment Management
New York
$9.44K -$1.21K -25 -11%
WOSD
1389
WFA of San Diego
California
$9.44K +$9.65K +200 New
GJIA
1390
Glass Jacobson Investment Advisors
Maryland
$9.34K – – –
FNWA
1391
Financial Network Wealth Advisors
Utah
$9.34K +$9.56K +198 New
FFL
1392
Financial Freedom LLC
Ohio
$9.19K – – –
IFAM
1393
Institutional & Family Asset Management
Colorado
$9.03K -$5.6K -116 -38%
TFF
1394
The Family Firm
Maryland
$9K +$9.22K +191 New
VWWMG
1395
Vermillion & White Wealth Management Group
Pennsylvania
$8.96K +$9.17K +190 New
PWA
1396
Provenance Wealth Advisors
Florida
$8.59K – – –
AWM
1397
Abound Wealth Management
Tennessee
$8.49K -$1.54K -32 -15%
AP
1398
Aspect Partners
Virginia
$8.3K – – –
TWD
1399
True Wealth Design
Ohio
$8.26K -$7.58K -157 -47%
SWM
1400
Sanctuary Wealth Management
Idaho
$8.26K – – –