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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2701
TFO Wealth Partners
Ohio
$17K -$15.6K -56 -47%
SAM
2702
Strategic Asset Management
Minnesota
$16K – – –
MTIC
2703
Missouri Trust & Investment Company
Missouri
$15K – – –
MWA
2704
Moser Wealth Advisors
Washington
$15K +$15.9K +57 New
GIS
2705
Grayhawk Investment Strategies
Alberta, Canada
$14K – – –
LCM
2706
Logan Capital Management
Pennsylvania
$14K – – –
HCA
2707
Heck Capital Advisors
Wisconsin
$12.7K – – –
DMKJ
2708
David M. Knott Jr
$12K – – –
YAL
2709
Your Advocates Ltd
Texas
$12K – – –
FPFS
2710
First Personal Financial Services
North Carolina
$9K -$279 -1 -3%
ACM
2711
Antonetti Capital Management
Florida
$8K -$559 -2 -6%
BCM
2712
Bourgeon Capital Management
Connecticut
$8K – – –
CT
2713
Clearstead Trust
Maine
$8K – – –
CC
2714
Corsicana & Co
Texas
$8K – – –
NWM
2715
Navigation Wealth Management
Colorado
$8K – – –
NOI
2716
Newton One Investments
Delaware
$8K – – –
NF
2717
Norwood Financial
Pennsylvania
$8K – – –
RCM
2718
Ravenstone Capital Management
$7.96K – – –
FCT
2719
First Community Trust
Iowa
$7K -$3.35K -12 -31%
BFPW
2720
BOK Financial Private Wealth
Colorado
$7K – – –
PK
2721
Pflug Koory
Nebraska
$7K – – –
SJIM
2722
St. Johns Investment Management
Florida
$7K – – –
MFA
2723
McClarren Financial Advisors
Pennsylvania
$7K +$8.38K +30 New
LWP
2724
Lumature Wealth Partners
Georgia
$6K -$4.19K -15 -38%
DTIM
2725
Danda Trouve Investment Management
Kansas
$6K – – –