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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
1401
Old Port Advisors
Maine
$214K +$196K +2,058 New
IAIM
1402
International Assets Investment Management
Florida
$214K -$161K -1,683 -45%
CCA
1403
Cobblestone Capital Advisors
New York
$214K +$196K +2,057 New
SMA
1404
Seven Mile Advisory
New Jersey
$214K +$196K +2,054 New
NF
1405
Nikulski Financial
Iowa
$212K -$30.7K -322 -14%
C1AG
1406
Client 1st Advisory Group
Florida
$211K +$193K +2,026 New
PGWM
1407
Parisi Gray Wealth Management
New Jersey
$210K +$193K +2,020 New
SA
1408
Sicart Associates
New York
$209K +$191K +2,000 New
SBIA
1409
Sheaff Brock Investment Advisors
Indiana
$209K +$191K +2,006 New
SIS
1410
Susquehanna International Securities
Ireland
$209K +$191K +2,006 New
BCM
1411
BlueCrest Capital Management
Jersey
$208K +$191K +2,000 New
BFO
1412
Boston Family Office
Massachusetts
$208K +$191K +2,000 New
FC
1413
FCA Corp
Texas
$208K +$191K +2,000 New
FA
1414
Fortis Advisors
Pennsylvania
$208K +$191K +2,000 New
FCMC
1415
Founders Capital Management (Connecticut)
Connecticut
$208K +$191K +2,000 New
HFA
1416
High Falls Advisors
New York
$208K +$191K +2,000 New
BZWA
1417
Blue Zone Wealth Advisors
California
$208K +$190K +1,996 New
HIA
1418
Harbor Investment Advisory
Maryland
$208K -$9.54K -100 -5%
AIC
1419
Argus Investors Counsel
New York
$208K +$190K +1,996 New
MCM
1420
Monarch Capital Management
Indiana
$206K +$188K +1,976 New
SIA
1421
Soltis Investment Advisors
Utah
$206K +$189K +1,982 New
FPWM
1422
FSB Premier Wealth Management
Iowa
$205K +$188K +1,968 New
AWAU
1423
Alliance Wealth Advisors (Utah)
Utah
$204K +$187K +1,963 New
PCM
1424
Palisade Capital Management
New Jersey
$204K +$187K +1,962 New
RA
1425
Riversedge Advisors
Delaware
$203K +$186K +1,951 New