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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1001
Ranch Capital Advisors
Florida
$5K
RCC
1002
Red Cedar Capital
Nebraska
$5K
DTIM
1003
Danda Trouve Investment Management
Kansas
$5K +$4.48K +100 New
RF
1004
Robbins Farley
New Hampshire
$5K +$4.48K +100 New
TIAM2
1005
Tru Independence Asset Management 2
Oregon
$5K +$4.48K +100 New
LGA
1006
Lebenthal Global Advisors
New York
$5K +$4.88K +109 New
SWA
1007
Sutton Wealth Advisors
Florida
$4.64K
AWM
1008
Avior Wealth Management
Nebraska
$4K
IF
1009
Ironwood Financial
Arizona
$4K
SFPG
1010
Stonebridge Financial Planning Group
Florida
$4K
VCM
1011
Versant Capital Management
Arizona
$4K
MPWT
1012
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.36K +75 New
BCWM
1013
Bartlett & Co Wealth Management
Ohio
$3.16K +$2.78K +62 New
ONST
1014
Old North State Trust
North Carolina
$3K -$538 -12 -17%
TFO
1015
Tarbox Family Office
California
$3K
BC
1016
Bartlett & Co
Ohio
$3K +$2.78K +62 New
WAS
1017
Winch Advisory Services
Wisconsin
$3K +$2.82K +63 New
BHWM
1018
Bay Harbor Wealth Management
Maryland
$2K -$3.09K -69 -60%
CTC
1019
Central Trust Company
Missouri
$2K
KCM
1020
Kathmere Capital Management
Pennsylvania
$2K
HR
1021
Howe & Rusling
New York
$2K +$1.12K +25 +167%
NSB
1022
Norway Savings Bank
Maine
$2K +$1.52K +34 New
CWA
1023
Clearview Wealth Advisors
Oregon
$2K +$1.7K +38 New
EWM
1024
Edge Wealth Management
New York
$1K -$941 -21 -60%
CIR
1025
Clear Investment Research
Georgia
$1K -$717 -16 -62%