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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2151
Sherman Asset Management
California
$87.5K -$74.8K -1,020 -46%
DAM
2152
Delta Asset Management
Tennessee
$86.6K – – –
1L
2153
10Elms LLP
Oklahoma
$86.1K +$3.15K +43 +4%
PH
2154
Pinnacle Holdings
Oklahoma
$85.1K – – –
OWP
2155
ORG Wealth Partners
Texas
$85.1K -$62K -846 -42%
ADL
2156
Asset Dedication LLC
California
$83.1K +$57K +778 +208%
KFP
2157
Kerr Financial Planning
California
$83K +$18.3K +250 +28%
PB
2158
Prosperity Bancshares
Texas
$81.2K +$5.94K +81 +8%
WSC
2159
Wellington Shields & Co
New York
$79.4K -$25.7K -350 -24%
JWM
2160
JPL Wealth Management
Colorado
$77.4K -$6.16K -84 -7%
RF
2161
Roxbury Financial
New Jersey
$77.3K +$8.29K +113 +12%
GFL
2162
Granite FO LLC
New Hampshire
$76.1K – – –
CFP
2163
Comprehensive Financial Planning
Pennsylvania
$75.8K -$50.2K -685 -39%
CYG
2164
Clean Yield Group
Vermont
$75.3K – – –
CAL
2165
Capital Advisors Ltd
Ohio
$75K -$2.93K -40 -4%
KAS
2166
Kemnay Advisory Services
New York
$74.4K +$25.6K +349 +51%
BAM
2167
Byrne Asset Management
New Jersey
$74.3K – – –
MCM
2168
MV Capital Management
Maryland
$73.7K -$9.02K -123 -11%
ST
2169
Smithfield Trust
Pennsylvania
$73K +$27.5K +375 +59%
SEP
2170
Signature Equity Partners
Ohio
$72.6K -$1.91K -26 -3%
FG
2171
Fairman Group
Pennsylvania
$72.2K – – –
PPA
2172
Pilgrim Partners Asia
Singapore
$72.2K +$73.3K +1,000 New
AW
2173
Avion Wealth
Texas
$69K -$1.17K -16 -2%
MEG
2174
Millstone Evans Group
Colorado
$68.2K -$15.7K -214 -18%
GWS
2175
Greykasell Wealth Strategies
California
$68.1K -$10.8K -147 -13%