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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1201
Aventura Private Wealth
Florida
$7.77K
HHCP
1202
Hilton Head Capital Partners
South Carolina
$7.77K
JSAM
1203
J. Safra Asset Management
New York
$7.77K
BHWM
1204
Bay Harbor Wealth Management
Maryland
$7.68K +$2.38K +26 +49%
SIC
1205
SJS Investment Consulting
Ohio
$7.58K +$3.29K +36 +86%
RF
1206
Roxbury Financial
New Jersey
$7.17K
CFD
1207
Creative Financial Designs
Indiana
$7K
OCM
1208
Orion Capital Management
California
$7K
SA
1209
Scarborough Advisors
Maryland
$7K +$6.59K +72 New
ECM
1210
Estabrook Capital Management
New York
$6.22K
DF
1211
Dunhill Financial
United Kingdom
$5.89K
FPF
1212
First Pacific Financial
Washington
$5.81K +$549 +6 +11%
BFS
1213
Bare Financial Services
Pennsylvania
$5.73K +$2.65K +29 +97%
CSC
1214
Caldwell Sutter Capital
California
$5.73K
PWM
1215
Peterson Wealth Management
Nevada
$5.51K +$5.22K +57 New
CTWM
1216
Cherry Tree Wealth Management
Minnesota
$5.44K -$110K -1,202 -96%
TFM
1217
TFC Financial Management
Massachusetts
$5.34K
SEP
1218
Signature Equity Partners
Ohio
$5.06K
GWSA
1219
Global Wealth Strategies & Associates
Colorado
$5.05K
Kayne Anderson Rudnick Investment Management
1220
Kayne Anderson Rudnick Investment Management
California
$5.03K
PCM
1221
Penserra Capital Management
California
$5K
OPTFSNA
1222
Old Point Trust & Financial Services N A
Virginia
$4.86K
SC
1223
SouthState Corp
Florida
$4.57K -$3.66K -40 -46%
VWM
1224
Vermillion Wealth Management
Minnesota
$4.37K +$4.12K +45 New
CWP
1225
Clark Wealth Partners
Illinois
$4.01K +$732 +8 +24%