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Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
1451
Laurie J. Hall Trustee
$39K – – –
POIA
1452
Pin Oak Investment Advisors
Texas
$38K – – –
CCM
1453
Chilton Capital Management
Texas
$37.2K – – –
ME
1454
McIlrath & Eck
Washington
$36.8K -$11.3K -121 -25%
BWL
1455
Bogart Wealth LLC
Virginia
$36.8K – – –
BWAM
1456
Boyd Watterson Asset Management
Ohio
$36.5K – – –
TJHA
1457
Thomas J. Herzfeld Advisors
Florida
$35.7K -$2.23K -24 -6%
AFIA
1458
America First Investment Advisors
Nebraska
$35.6K – – –
EWP
1459
Elevation Wealth Partners
California
$33.8K -$83.8K -900 -73%
RG
1460
Retirement Group
California
$33.7K +$14.1K +151 +83%
Jones Financial Companies
1461
Jones Financial Companies
Missouri
$33.6K -$17.1K -184 -36%
HC
1462
Hoese & Co
Minnesota
$33.6K – – –
SWA
1463
Sutton Wealth Advisors
Florida
$33.5K +$30.9K +332 New
WP
1464
WealthPLAN Partners
Nebraska
$33.3K -$13.7K -147 -31%
FCMT
1465
Founders Capital Management (Texas)
Texas
$31.2K – – –
AAG
1466
Armstrong Advisory Group
Massachusetts
$31K +$28.6K +307 New
Cohen & Steers
1467
Cohen & Steers
New York
$30K – – –
BWA
1468
BDO Wealth Advisors
Florida
$29.5K +$6.33K +68 +30%
PIAS
1469
PCA Investment Advisory Services
Ohio
$29.3K +$27K +290 New
CWC
1470
Carolinas Wealth Consulting
North Carolina
$29.1K +$20.6K +221 +335%
TH
1471
TCTC Holdings
Texas
$28.8K – – –
OLVIG
1472
Oliver Lagore Vanvalin Investment Group
Michigan
$27.9K -$6.33K -68 -20%
TIM
1473
Tortoise Investment Management
New York
$27.6K – – –
LWP
1474
Lumature Wealth Partners
Georgia
$26.7K – – –
BWM
1475
Baystate Wealth Management
Massachusetts
$26.1K +$22.3K +240 +1,333%