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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1301
USA Financial Formulas
Michigan
$111K -$63.8K -838 -36%
CSPIA
1302
Cary Street Partners Investment Advisory
Virginia
$108K +$11.2K +147 +11%
MWA
1303
Medallion Wealth Advisors
Connecticut
$108K
OL
1304
OneFund LLC
Florida
$105K +$5.78K +76 +6%
NRG
1305
Nemes Rush Group
Michigan
$105K +$1.52K +20 +1%
HBW
1306
Hazlett, Burt & Watson
West Virginia
$103K
SPF
1307
South Plains Financial
Texas
$101K
AIM
1308
Arcadia Investment Management
Michigan
$99.5K -$124K -1,625 -55%
KFA
1309
Kelleher Financial Advisors
New York
$98.5K
TCM
1310
TD Capital Management
Tennessee
$97K +$456 +6 +0.5%
BIA
1311
Bell Investment Advisors
California
$96.9K -$19.8K -260 -17%
BONH
1312
Bank of New Hampshire
New Hampshire
$96.9K -$15.6K -205 -13%
AWM
1313
Abound Wealth Management
Tennessee
$96K +$609 +8 +0.6%
WT
1314
WHI Trust
Illinois
$95.8K +$98.9K +1,300 New
AFG
1315
Albion Financial Group
Utah
$95.2K -$1.14K -15 -1%
KBFS
1316
Kohmann Bosshard Financial Services
Ohio
$93.7K +$96.8K +1,272 New
WA
1317
Whipplewood Advisors
Colorado
$92.6K -$5.33K -70 -5%
EP
1318
Essential Partners
California
$92K +$94.8K +1,246 +62,300%
UCB
1319
United Community Bank
South Carolina
$90.2K +$9.51K +125 +11%
QL
1320
Quarry LP
New York
$90.1K +$89.5K +1,176 +2,502%
BG
1321
Bollard Group
Massachusetts
$90K +$609 +8 +0.7%
CFO
1322
CVA Family Office
Colorado
$89.1K -$11.3K -149 -11%
HDIM
1323
Hanson & Doremus Investment Management
Vermont
$89K
KFI
1324
Key Financial Inc
Pennsylvania
$87.2K
CAL
1325
Capital Analysts LLC
Pennsylvania
$87K +$76 +1 +0.1%