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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1101
Pin Oak Investment Advisors
Texas
$2K +$2.77K +26 New
BC
1102
Barrett & Company
Rhode Island
$1.8K +$2.66K +25 New
MIM
1103
Marshall Investment Management
Colorado
$1.73K +$2.56K +24 New
HFS
1104
Hughes Financial Services
Virginia
$1.73K +$2.45K +23 New
Kayne Anderson Rudnick Investment Management
1105
Kayne Anderson Rudnick Investment Management
California
$1.66K -$1.17K -11 -32%
SIC
1106
Salem Investment Counselors
North Carolina
$1.66K
CFB
1107
Cullen/Frost Bankers
Texas
$1.52K -$76.4K -718 -97%
MSWA
1108
Marshall & Sterling Wealth Advisors
New York
$1.45K -$532 -5 -20%
GFPC
1109
Global Financial Private Client
Florida
$1.3K +$958 +9 +100%
DFC
1110
DB Fitzpatrick & Co
Idaho
$1.3K +$1.92K +18 New
HHGA
1111
Halbert Hargrove Global Advisors
California
$1.16K +$1.7K +16 New
CH
1112
Cromwell Holdings
Wyoming
$1.16K +$1.7K +16 New
MWA
1113
Medallion Wealth Advisors
Connecticut
$1.13K -$1.49K -14 -48%
WCM
1114
WealthTrak Capital Management
Virginia
$1.08K +$852 +8 +114%
GC
1115
Garde Capital
Washington
$1.08K +$1.6K +15 New
SC
1116
Swan Capital
Florida
$1.01K +$1.49K +14 New
BCH
1117
Berkshire Capital Holdings
California
$722 -$7.78M -73,140 -100%
FMP
1118
Financial Management Professionals
Texas
$722
RA
1119
Rise Advisors
New York
$722 +$1.06K +10 New
CIAM
1120
Caitong International Asset Management
Hong Kong
$578 -$1.49K -14 -64%
UB
1121
UMB Bank
Missouri
$505 -$48.5K -456 -98%
BTD
1122
BankPlus Trust Department
Mississippi
$505
PWM
1123
Parkworth Wealth Management
California
$505 +$213 +2 +40%
AP
1124
Aspect Partners
Virginia
$434
HIA
1125
HFM Investment Advisors
New Jersey
$434 +$639 +6 New