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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1201
Synergy Investment Management
Florida
$7.78K +$7.32K +80 New
APW
1202
Aventura Private Wealth
Florida
$7.77K – – –
HHCP
1203
Hilton Head Capital Partners
South Carolina
$7.77K – – –
JSAM
1204
J. Safra Asset Management
New York
$7.77K – – –
BHWM
1205
Bay Harbor Wealth Management
Maryland
$7.68K +$2.38K +26 +49%
SIC
1206
SJS Investment Consulting
Ohio
$7.58K +$3.29K +36 +86%
RF
1207
Roxbury Financial
New Jersey
$7.17K – – –
CFD
1208
Creative Financial Designs
Indiana
$7K – – –
OCM
1209
Orion Capital Management
California
$7K – – –
SA
1210
Scarborough Advisors
Maryland
$7K +$6.59K +72 New
ECM
1211
Estabrook Capital Management
New York
$6.22K – – –
DF
1212
Dunhill Financial
United Kingdom
$5.89K – – –
FPF
1213
First Pacific Financial
Washington
$5.81K +$549 +6 +11%
BFS
1214
Bare Financial Services
Pennsylvania
$5.73K +$2.65K +29 +97%
CSC
1215
Caldwell Sutter Capital
California
$5.73K – – –
PWM
1216
Peterson Wealth Management
Nevada
$5.51K +$5.22K +57 New
CTWM
1217
Cherry Tree Wealth Management
Minnesota
$5.44K -$110K -1,202 -96%
TFM
1218
TFC Financial Management
Massachusetts
$5.34K – – –
SEP
1219
Signature Equity Partners
Ohio
$5.06K – – –
GWSA
1220
Global Wealth Strategies & Associates
Colorado
$5.05K – – –
Kayne Anderson Rudnick Investment Management
1221
Kayne Anderson Rudnick Investment Management
California
$5.03K – – –
PCM
1222
Penserra Capital Management
California
$5K – – –
OPTFSNA
1223
Old Point Trust & Financial Services N A
Virginia
$4.86K – – –
SC
1224
SouthState Corp
Florida
$4.57K -$3.66K -40 -46%
VWM
1225
Vermillion Wealth Management
Minnesota
$4.37K +$4.12K +45 New