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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1926
Global Financial Private Client
Florida
$12.6K
FFA
1927
Frazier Financial Advisors
Ohio
$11.5K -$1.64K -11 -13%
CFS
1928
CGC Financial Services
Oregon
$11.4K
SC
1929
Steph & Co
Wisconsin
$11.1K +$10.6K +71 New
CPA
1930
Clear Point Advisors
New York
$10.6K
CNBT
1931
Cornerstone National Bank & Trust
Illinois
$10.3K +$9.83K +66 New
FFC
1932
First Financial Corp
Indiana
$10.1K
LOIP
1933
Live Oak Investment Partners
Texas
$10.1K
JFG
1934
JDM Financial Group
Texas
$9.97K +$596 +4 +7%
WCM
1935
Westend Capital Management
California
$9.97K +$4.17K +28 +78%
CCMI
1936
Creative Capital Management Investments
California
$9.54K
PGAM
1937
Princeton Global Asset Management
New Jersey
$9.2K
NAAA
1938
New Age Alpha Advisors
New York
$9.04K
AW
1939
Avion Wealth
Texas
$9K -$27.3K -183 -75%
MDCM
1940
Morgan Dempsey Capital Management
Wisconsin
$8.88K
WAG
1941
Wiser Advisor Group
Arizona
$8.74K -$9.23K -62 -53%
PS
1942
Planned Solutions
California
$8.57K +$8.19K +55 New
MWA
1943
Miller Wealth Advisors
Colorado
$7.79K
LFASL
1944
Lugano Financial Advisors SA (LFA)
Switzerland
$7.79K +$7.45K +50 New
BMC
1945
Bear Mountain Capital
Washington
$7.55K
DPW
1946
DiNuzzo Private Wealth
Pennsylvania
$7.01K +$149 +1 +2%
NBT
1947
Northwest Bank & Trust
Iowa
$6.23K
AP
1948
Atwood & Palmer
Missouri
$5.77K
NL
1949
NVWM LLC
Pennsylvania
$5.68K -$298 -2 -5%
PP
1950
PFS Partners
New Jersey
$5.64K