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Name Holding Trade Value Shares
Change
Change in
Stake
MSG
851
Main Street Group
Virginia
$9.21K – – –
T
852
Tidemark
California
$9.21K – – –
CAL
853
Capital Analysts LLC
Pennsylvania
$9K +$4.66K +14 +127%
FFO
854
Fortitude Family Office
Arizona
$8.85K – – –
BFA
855
BBJS Financial Advisors
Washington
$8.48K – – –
DPW
856
DiNuzzo Private Wealth
Pennsylvania
$8.11K – – –
TSMHT
857
Thurston Springer Miller Herd & Titak
Indiana
$8.11K -$6.32K -19 -46%
AT
858
Avalon Trust
New Mexico
$7.74K – – –
PCWA
859
Pacific Capital Wealth Advisors
California
$7.74K -$12.6K -38 -64%
AA
860
Ancora Advisors
Ohio
$7.37K – – –
PPC
861
Park Place Capital
Alabama
$7K – – –
CCM
862
Chilton Capital Management
Texas
$6.63K – – –
CWM
863
Compass Wealth Management
Connecticut
$6.63K – – –
PCMC
864
Planning Capital Management Corporation
Pennsylvania
$5.9K – – –
SIS
865
Sound Income Strategies
Florida
$5.9K – – –
CSC
866
Caldwell Sutter Capital
California
$5.53K – – –
TFA
867
Toth Financial Advisory
Virginia
$5.53K – – –
Kayne Anderson Rudnick Investment Management
868
Kayne Anderson Rudnick Investment Management
California
$5.16K – – –
TC
869
Trust Company
Kansas
$5.16K +$4.66K +14 New
ST
870
Smithfield Trust
Pennsylvania
$5K +$4.66K +14 New
MSFP
871
Mark Sheptoff Financial Planning
Connecticut
$4.79K -$3.99K -12 -48%
BBHC
872
Brown Brothers Harriman & Co
New York
$4.79K – – –
RWM
873
Raffa Wealth Management
District of Columbia
$4.79K – – –
TWD
874
True Wealth Design
Ohio
$4.79K +$2.99K +9 +225%
YAL
875
Your Advocates Ltd
Texas
$4.42K – – –