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Name Holding Trade Value Shares
Change
Change in
Stake
API
1101
Asset Planning Inc
California
$33.1K – – –
HFM
1102
Harvest Fund Management
China
$33K -$289K -1,356 -89%
POIA
1103
Pin Oak Investment Advisors
Texas
$33K +$852 +4 +2%
JWA
1104
JFS Wealth Advisors
Pennsylvania
$32.9K – – –
SEP
1105
Signature Equity Partners
Ohio
$32.7K -$7.25K -34 -17%
SC
1106
Steph & Co
Wisconsin
$32.3K +$34.1K +160 New
PWMG
1107
Prestige Wealth Management Group
New Jersey
$31.4K +$639 +3 +2%
TCA
1108
Trifecta Capital Advisors
Illinois
$30.8K +$2.56K +12 +9%
BGAI
1109
Bruce G. Allen Investments
Colorado
$30.8K – – –
PGAM
1110
Princeton Global Asset Management
New Jersey
$30.2K – – –
BTC
1111
Bank & Trust Company
Illinois
$29.6K – – –
FFO
1112
Fortitude Family Office
Arizona
$29.6K +$3.83K +18 +14%
CFSG
1113
Community Financial Services Group
Vermont
$29K -$6.82K -32 -18%
SWA
1114
SOA Wealth Advisors
New York
$28K +$1.09M +5,121 +4,492%
TC
1115
Trust Company
Kansas
$27.2K – – –
Loomis, Sayles & Company
1116
Loomis, Sayles & Company
Massachusetts
$26.2K +$10.9K +51 +65%
SIC
1117
SJS Investment Consulting
Ohio
$25.8K +$18.5K +87 +212%
WB
1118
Webster Bank
Connecticut
$25.6K -$34.1K -160 -56%
JFA
1119
JNBA Financial Advisors
Minnesota
$25.5K +$10.9K +51 +67%
SGFG
1120
Silver Grove Financial Group
New York
$25.2K +$26.6K +125 New
APW
1121
Aventura Private Wealth
Florida
$24.6K +$26K +122 New
MWM
1122
Mascoma Wealth Management
New Hampshire
$23.2K +$213 +1 +0.9%
OAJ
1123
Ogorek Anthony Joseph
New York
$23K -$213 -1 -0.8%
PG
1124
Proffitt & Goodson
Tennessee
$23K -$213 -1 -0.9%
BWAM
1125
Boyd Watterson Asset Management
Ohio
$22.2K – – –