Name Holding Trade Value Shares
Change
Change in
Stake
SSA
1626
Sierra Summit Advisors
Nevada
$338K +$318K +20,168 New
RRA
1627
Round Rock Advisors
Connecticut
$338K -$22.3K -1,413 -7%
WWP
1628
WR Wealth Planners
Missouri
$338K +$5.54K +351 +2%
PAG
1629
Powers Advisory Group
Illinois
$337K -$24.9K -1,575 -7%
GSB
1630
Greenfield Savings Bank
Massachusetts
$337K -$827K -52,352 -72%
UAML
1631
US Asset Management LLC
Pennsylvania
$337K +$317K +20,102 New
TWP
1632
Tower Wealth Partners
Pennsylvania
$337K +$32 +2 +0%
PTP
1633
Platform Technology Partners
New York
$337K +$10.2K +645 +3%
TFS
1634
Thoroughbred Financial Services
Tennessee
$336K +$28.7K +1,816 +10%
CFP
1635
Catalyst Financial Partners
Massachusetts
$336K +$25K +1,586 +9%
MCM
1636
Moore Capital Management
New York
$336K -$5.93M -375,736 -95%
PFSC
1637
Peoples Financial Services Corp
Pennsylvania
$334K -$1.58K -100 -0.5%
HCMG
1638
Howard Capital Management Group
California
$333K – – –
CBT
1639
CoreFirst Bank & Trust
Kansas
$333K -$150K -9,478 -32%
MFWP
1640
Mosaic Family Wealth Partners
Missouri
$332K -$72.9K -4,618 -19%
CIA
1641
Cape Investment Advisory
Georgia
$332K +$196K +12,430 +169%
AGP
1642
Autumn Glory Partners
Texas
$332K -$862K -54,574 -73%
BCM
1643
Becker Capital Management
Oregon
$332K -$10.8K -685 -3%
MAM
1644
Meeder Asset Management
Ohio
$332K +$111K +7,049 +55%
WP
1645
WealthShield Partners
North Carolina
$332K -$13.9K -881 -4%
ABLA
1646
Alan B. Lancz & Associates
Ohio
$332K -$56.3K -3,565 -15%
HCM
1647
Howland Capital Management
Massachusetts
$332K -$49.3K -3,120 -14%
JE
1648
JMAC Enterprises
Pennsylvania
$331K -$135K -8,554 -30%
OLA
1649
Oliver Luxxe Assets
New Jersey
$331K -$10.3K -651 -3%
S
1650
Sunpointe
Missouri
$330K +$311K +19,685 New