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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1626
Steph & Co
Wisconsin
$11.7K +$11.9K +49 New
PCTC
1627
Perkins Coie Trust Company
Washington
$11.7K – – –
HWP
1628
Highline Wealth Partners
California
$11.6K +$242 +1 +2%
HWA
1629
Heritage Wealth Advisors
Virginia
$11.5K – – –
YP
1630
YANKCOM Partnership
South Dakota
$11.5K – – –
MAM
1631
Marquette Asset Management
Minnesota
$10.5K +$10.7K +44 New
SFCL
1632
Strengthening Families & Communities LLC
Massachusetts
$10.4K +$10.4K +43 New
1IA
1633
1620 Investment Advisors
Massachusetts
$10.3K -$14.8K -61 -59%
BCM
1634
Boreal Capital Management
Florida
$10.1K – – –
VNA
1635
Valley National Advisers
Pennsylvania
$10K -$726 -3 -7%
IWM
1636
IMG Wealth Management
Florida
$9.81K – – –
EPIME
1637
Evelyn Partners Investment Management (Europe)
$9.57K – – –
RS
1638
Rakuten Securities
Japan
$9.34K -$6.05K -25 -39%
TFG
1639
Team Financial Group
California
$9.34K – – –
OAJ
1640
Ogorek Anthony Joseph
New York
$9K +$2.18K +9 +30%
KFP
1641
Kerr Financial Planning
California
$8.98K +$9.93K +41 New
QWM
1642
Quaker Wealth Management
New Jersey
$8.93K +$726 +3 +9%
AWA
1643
American Wealth Advisors
Georgia
$8.38K +$8.47K +35 New
AWM
1644
Accredited Wealth Management
Kentucky
$8.38K -$5.33K -22 -63%
FGAM
1645
Financial Gravity Asset Management
Texas
$8.38K +$8.47K +35 New
POIA
1646
Pin Oak Investment Advisors
Texas
$8.14K – – –
BFS
1647
Bare Financial Services
Pennsylvania
$8.14K +$484 +2 +6%
CA
1648
Crewe Advisors
Utah
$8.14K +$7.02K +29 +580%
CI
1649
Clal Insurance
Israel
$8K -$1.45K -6 -15%
RBC
1650
Roble Belko & Company
Pennsylvania
$8K +$8.47K +35 New
64 65
66
67 68