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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1101
Pineridge Advisors
Missouri
$2.09K +$3.09K +29 New
POIA
1102
Pin Oak Investment Advisors
Texas
$2K +$2.77K +26 New
BC
1103
Barrett & Company
Rhode Island
$1.8K +$2.66K +25 New
MIM
1104
Marshall Investment Management
Colorado
$1.73K +$2.56K +24 New
HFS
1105
Hughes Financial Services
Virginia
$1.73K +$2.45K +23 New
Kayne Anderson Rudnick Investment Management
1106
Kayne Anderson Rudnick Investment Management
California
$1.66K -$1.17K -11 -32%
SIC
1107
Salem Investment Counselors
North Carolina
$1.66K – – –
CFB
1108
Cullen/Frost Bankers
Texas
$1.52K -$76.4K -718 -97%
MSWA
1109
Marshall & Sterling Wealth Advisors
New York
$1.45K -$532 -5 -20%
GFPC
1110
Global Financial Private Client
Florida
$1.3K +$958 +9 +100%
DFC
1111
DB Fitzpatrick & Co
Idaho
$1.3K +$1.92K +18 New
HHGA
1112
Halbert Hargrove Global Advisors
California
$1.16K +$1.7K +16 New
CH
1113
Cromwell Holdings
Wyoming
$1.16K +$1.7K +16 New
MWA
1114
Medallion Wealth Advisors
Connecticut
$1.13K -$1.49K -14 -48%
WCM
1115
WealthTrak Capital Management
Virginia
$1.08K +$852 +8 +114%
GC
1116
Garde Capital
Washington
$1.08K +$1.6K +15 New
SC
1117
Swan Capital
Florida
$1.01K +$1.49K +14 New
BCH
1118
Berkshire Capital Holdings
California
$722 -$7.78M -73,140 -100%
FMP
1119
Financial Management Professionals
Texas
$722 – – –
RA
1120
Rise Advisors
New York
$722 +$1.06K +10 New
CIAM
1121
Caitong International Asset Management
Hong Kong
$578 -$1.49K -14 -64%
UB
1122
UMB Bank
Missouri
$505 -$48.5K -456 -98%
BTD
1123
BankPlus Trust Department
Mississippi
$505 – – –
PWM
1124
Parkworth Wealth Management
California
$505 +$213 +2 +40%
AP
1125
Aspect Partners
Virginia
$434 – – –