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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
901
Burkett Financial Services
South Carolina
$1.11K – – –
ST
902
Smithfield Trust
Pennsylvania
$1K +$830 +11 New
FAMI
903
Fideuram Asset Management (Ireland)
$863 +$905 +12 New
ACA
904
American Capital Advisory
Idaho
$852 +$226 +3 +38%
SFCL
905
Strengthening Families & Communities LLC
Massachusetts
$851 -$528 -7 -39%
TBFA
906
Three Bearings Fiduciary Advisors
New Hampshire
$777 +$754 +10 New
FC
907
Financial Consulate
Maryland
$774 – – –
LB
908
Legacy Bridge
Iowa
$774 +$754 +10 New
WW
909
Winnow Wealth
Texas
$702 – – –
WWA
910
Wealth Watch Advisors
Colorado
$696 – – –
BIM
911
Breakwater Investment Management
Washington
$620 – – –
RWM
912
Rialto Wealth Management
New York
$620 – – –
TCM
913
Triumph Capital Management
Colorado
$619 +$603 +8 New
ECM
914
Estabrook Capital Management
New York
$542 – – –
VWA
915
Valued Wealth Advisors
Utah
$468 – – –
TC
916
Trust Company
Kansas
$464 +$453 +6 New
IAS
917
IMA Advisory Services
Colorado
$389 – – –
QWM
918
Quaker Wealth Management
New Jersey
$387 +$75 +1 +25%
DT
919
DV Trading
Illinois
$387 +$377 +5 New
TSMHT
920
Thurston Springer Miller Herd & Titak
Indiana
$386 +$377 +5 New
DCM
921
Davis Capital Management
Florida
$310 – – –
AIM
922
Arcadia Investment Management
Michigan
$310 +$302 +4 New
TPBG
923
Turning Point Benefit Group
Maryland
$309 – – –
BHWM
924
Beaird Harris Wealth Management
Texas
$233 – – –
DF
925
DecisionPoint Financial
Arizona
$233 – – –