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Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
2751
Capital Directions Investment Advisors
Georgia
$16K -$9.07K -164 -35%
LPWM
2752
Lake Point Wealth Management
Texas
$16K -$3.1K -56 -16%
HI
2753
Hoey Investments
Pennsylvania
$16K – – –
MAM
2754
McCarthy Asset Management
California
$16K – – –
SGAM
2755
Smith Group Asset Management
Texas
$16K – – –
AW
2756
Avion Wealth
Texas
$16K +$55 +1 +0.3%
KFAA
2757
Klaas Financial Asset Advisors
Illinois
$15K +$166 +3 +1%
AFIA
2758
America First Investment Advisors
Nebraska
$14K – – –
CCM
2759
Cribstone Capital Management
Maine
$13K -$608 -11 -4%
CMA
2760
Cedar Mountain Advisors
Oregon
$13K +$6.03K +109 +85%
BCPWM
2761
Bradley & Co Private Wealth Management
Florida
$11K – – –
IPW
2762
IronBridge Private Wealth
Texas
$11K – – –
RDFA
2763
Ritter Daniher Financial Advisory
Ohio
$11K +$4.26K +77 +58%
TFA
2764
Toth Financial Advisory
Virginia
$10K – – –
RTL
2765
Red Tortoise LLC
Georgia
$10K +$13.9K +251 New
MS
2766
Mizuho Securities
Japan
$9K – – –
UFF
2767
USA Financial Formulas
Michigan
$9K +$4.15K +75 +85%
CWM
2768
Cranbrook Wealth Management
Michigan
$8K -$16.6K -301 -68%
BHWM
2769
Bay Harbor Wealth Management
Maryland
$7K -$21.1K -382 -76%
MFT
2770
Moisand Fitzgerald Tamayo
Florida
$6K -$16.7K -302 -72%
GC
2771
Globeflex Capital
California
$6K – – –
CIM
2772
Contravisory Investment Management
Massachusetts
$5K – – –
NWM
2773
Navigation Wealth Management
Colorado
$5K – – –
SAM
2774
Strategic Asset Management
Minnesota
$5K +$5.53K +100 New
WIA
2775
Wealthstreet Investment Advisors
Texas
$4K -$87.5K -1,582 -95%