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SPOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1101
Caldwell Sutter Capital
California
$8.25K – – –
CFS
1102
Compass Financial Services
Iowa
$8.25K – – –
HIMS
1103
Hager Investment Management Services
New Hampshire
$8.25K – – –
CT
1104
Clearstead Trust
Maine
$7.7K +$7.82K +14 New
SO
1105
Sierra Ocean
California
$7.7K – – –
TC
1106
Trust Company
Kansas
$7.7K – – –
BBHC
1107
Brown Brothers Harriman & Co
New York
$7.15K – – –
MSFP
1108
Mark Sheptoff Financial Planning
Connecticut
$7.15K – – –
SAM
1109
Sherman Asset Management
California
$7.15K – – –
TF
1110
Tompkins Financial
New York
$7.15K +$7.26K +13 New
ST
1111
Smithfield Trust
Pennsylvania
$7K -$559 -1 -7%
CT
1112
Colonial Trust
South Carolina
$6.8K -$61.5K -110 -90%
YAL
1113
Your Advocates Ltd
Texas
$6.6K – – –
OWP
1114
ORG Wealth Partners
Texas
$6.07K +$1.12K +2 +22%
PWMG
1115
Prestige Wealth Management Group
New Jersey
$6.05K -$33.5K -60 -85%
FC
1116
Fairscale Capital
New Hampshire
$6.05K – – –
PPA
1117
Painted Porch Advisors
California
$6.05K – – –
NC
1118
NewSquare Capital
Pennsylvania
$6.05K +$4.47K +8 +267%
CA
1119
Centerpoint Advisors
Massachusetts
$6K +$5.59K +10 New
BCH
1120
Berkshire Capital Holdings
California
$5.5K – – –
MMCM
1121
Murphy & Mullick Capital Management
New York
$5.5K – – –
FAM
1122
Flaharty Asset Management
Florida
$5.5K +$5.59K +10 New
BCM
1123
Blume Capital Management
California
$4.4K +$2.23K +4 +100%
OC
1124
Oakworth Capital
Alabama
$4.4K +$4.47K +8 New
SIC
1125
SJS Investment Consulting
Ohio
$3.85K +$1.12K +2 +40%
43 44
45
46 47