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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1001
Highlander Capital Management
New Jersey
$11.3K – – –
HGERS
1002
Householder Group Estate & Retirement Specialist
Arizona
$11K +$4.23K +25 +71%
ACA
1003
American Capital Advisory
Idaho
$10.9K +$9.3K +55 New
BFPW
1004
BOK Financial Private Wealth
Colorado
$10.9K +$9.3K +55 New
KFI
1005
Key Financial Inc
Pennsylvania
$10.3K – – –
WTG
1006
West Tower Group
Virginia
$10.3K +$8.79K +52 New
FWM
1007
Focused Wealth Management
New York
$9.95K – – –
CPG
1008
Cornerstone Planning Group
New Jersey
$9.75K +$4.57K +27 +123%
SWA
1009
SOA Wealth Advisors
New York
$9.55K – – –
GBT
1010
Grove Bank & Trust
Florida
$9.15K – – –
VL
1011
Vima LLC
Michigan
$9.15K +$7.78K +46 New
PPC
1012
Park Place Capital
Alabama
$8.36K – – –
WAS
1013
Winch Advisory Services
Wisconsin
$8.16K +$6.93K +41 New
CAL
1014
Capital Advisors Ltd
Ohio
$8K – – –
HCP
1015
Hexagon Capital Partners
Arkansas
$7.96K – – –
WT
1016
Washington Trust
Rhode Island
$7.96K – – –
WAM
1017
WFA Asset Management
Wisconsin
$7.96K – – –
CFO
1018
CVA Family Office
Colorado
$7.96K +$6.76K +40 New
VWWMG
1019
Vermillion & White Wealth Management Group
Pennsylvania
$7.96K +$6.76K +40 New
OP
1020
ORG Partners
Indiana
$7.76K -$2.2K -13 -25%
CIA
1021
Cape Investment Advisory
Georgia
$7.36K – – –
CSC
1022
Caldwell Sutter Capital
California
$7.36K +$1.52K +9 +32%
AWM
1023
Avior Wealth Management
Nebraska
$6.96K – – –
BONH
1024
Bank of New Hampshire
New Hampshire
$6.96K – – –
DCM
1025
Davidson Capital Management
Texas
$6.96K +$169 +1 +3%