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Name Holding Trade Value Shares
Change
Change in
Stake
White Pine Capital
851
White Pine Capital
Minnesota
$679K +$675K +3,974 New
Certified Advisory Corp
852
Certified Advisory Corp
Florida
$675K +$671K +3,951 New
Bullseye Investment Management
853
Bullseye Investment Management
Ohio
$674K +$670K +3,942 New
Keystone Wealth Services
854
Keystone Wealth Services
California
$672K +$668K +3,931 New
MSH Capital Advisors
855
MSH Capital Advisors
Arizona
$665K +$661K +3,890 New
Icon Wealth Advisors
856
Icon Wealth Advisors
Texas
$663K +$659K +3,878 New
Founders Financial Securities
857
Founders Financial Securities
Maryland
$661K +$657K +3,866 New
Perpetual Ltd
858
Perpetual Ltd
Australia
$660K +$656K +3,861 New
Baldwin Investment Management
859
Baldwin Investment Management
Pennsylvania
$659K +$655K +3,855 New
Chokshi & Queen Wealth Advisors
860
Chokshi & Queen Wealth Advisors
California
$658K +$654K +3,850 New
Harbor Group
861
Harbor Group
New Hampshire
$657K +$653K +3,846 New
Greenup Street Wealth Management
862
Greenup Street Wealth Management
Michigan
$653K +$649K +3,820 New
Pallas Capital Advisors
863
Pallas Capital Advisors
Massachusetts
$651K +$647K +3,811 New
Ebert Capital Management
864
Ebert Capital Management
California
$647K +$643K +3,784 New
Integrity Advisory Solutions
865
Integrity Advisory Solutions
Texas
$643K +$639K +3,760 New
Forvis Mazars Wealth Advisors
866
Forvis Mazars Wealth Advisors
Missouri
$641K +$638K +3,753 New
Zhang Financial
867
Zhang Financial
Michigan
$641K +$637K +3,750 New
SteelPeak Wealth
868
SteelPeak Wealth
California
$639K +$635K +3,738 New
East Coast Asset Management
869
East Coast Asset Management
Massachusetts
$634K +$630K +3,711 New
B.O.S.S. Retirement Advisors
870
B.O.S.S. Retirement Advisors
Utah
$634K +$630K +3,710 New
Bradley Foster & Sargent
871
Bradley Foster & Sargent
Connecticut
$633K +$629K +3,704 New
Relyea Zuckerberg Hanson
872
Relyea Zuckerberg Hanson
Connecticut
$630K +$627K +3,689 New
Sovran Advisors
873
Sovran Advisors
California
$630K +$919K +5,411 New
Rainey & Randall Wealth Advisors
874
Rainey & Randall Wealth Advisors
Florida
$629K +$625K +3,680 New
Commerce Bank
875
Commerce Bank
Missouri
$629K +$625K +3,680 New