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Name Holding Trade Value Shares
Change
Change in
Stake
VAFP
1626
Vahanian & Associates Financial Planning
New York
$215K -$42.7K -350 -19%
FDDB
1627
Fidelity D&D Bancorp
Pennsylvania
$215K +$184K +1,511 New
YDMI
1628
Y.D. More Investments
Israel
$215K -$21.6K -177 -10%
SCM
1629
Sitrin Capital Management
California
$215K +$184K +1,508 New
BC
1630
Broadwater Capital
Massachusetts
$214K +$184K +1,506 New
XSC
1631
X-Square Capital
Puerto Rico
$214K -$27.8K -228 -13%
DCM
1632
DGS Capital Management
New Jersey
$214K +$183K +1,500 New
MIP
1633
Marietta Investment Partners
Wisconsin
$214K +$183K +1,500 New
MFA
1634
McClarren Financial Advisors
Pennsylvania
$213K +$488 +4 +0.3%
TCG
1635
Transcendent Capital Group
Oklahoma
$212K +$182K +1,491 New
LPAM
1636
Lodestar Private Asset Management
California
$212K +$181K +1,485 New
JWM
1637
Jeppson Wealth Management
California
$211K -$179K -1,464 -50%
FFO
1638
Fiduciary Family Office
Florida
$210K +$180K +1,477 New
BFA
1639
Brendel Financial Advisors
New Hampshire
$210K +$180K +1,472 New
SW
1640
Simplicity Wealth
New Jersey
$210K -$49.4K -405 -22%
DWM
1641
Drive Wealth Management
Utah
$209K +$180K +1,471 New
SG
1642
Somerset Group
Minnesota
$209K +$179K +1,470 New
HNW
1643
High Note Wealth
Minnesota
$209K +$179K +1,467 New
LAM
1644
L2 Asset Management
Massachusetts
$209K +$179K +1,464 New
CTA
1645
Colonial Trust Advisors
South Carolina
$208K +$122 +1 +0.1%
A
1646
AlphaQuest
New York
$208K +$178K +1,458 New
GWM
1647
Geneos Wealth Management
Colorado
$207K -$13.3K -109 -7%
CG
1648
Cynosure Group
Utah
$207K +$177K +1,450 New
BRA
1649
Bender Robert & Associates
California
$207K +$177K +1,450 New
SMA
1650
Sage Mountain Advisors
Georgia
$206K +$177K +1,449 New