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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2851
Synergy Investment Management
Florida
$72K +$76K +1,801 New
CCMW
2852
Cypress Capital Management (Wyoming)
Wyoming
$71.9K -$2.78K -66 -4%
CWP
2853
Clark Wealth Partners
Illinois
$71.4K +$75.3K +1,786 New
CH
2854
Canton Hathaway
Rhode Island
$71K – – –
SC
2855
Swan Capital
Florida
$69.9K +$3.67K +87 +5%
CNBT
2856
Cornerstone National Bank & Trust
Illinois
$68.4K – – –
PCTC
2857
Perkins Coie Trust Company
Washington
$68.1K -$17.4K -412 -19%
RBC
2858
Roble Belko & Company
Pennsylvania
$68K +$70.7K +1,675 +6,700%
MSFP
2859
Mark Sheptoff Financial Planning
Connecticut
$67.1K -$21.1K -500 -23%
BFP
2860
Briaud Financial Planning
Texas
$67K – – –
BAM
2861
Bellevue Asset Management
Washington
$66.7K +$6.08K +144 +9%
TCM
2862
Tradewinds Capital Management
Washington
$66.1K – – –
VWA
2863
Valued Wealth Advisors
Utah
$64.2K +$5.78K +137 +9%
TIM
2864
Thompson Investment Management
Wisconsin
$63.3K – – –
MFG
2865
Mendota Financial Group
Wisconsin
$62.8K +$65.9K +1,561 +17,344%
CJL
2866
Cyrus J. Lawrence
New York
$62K – – –
TAM
2867
Tucker Asset Management
Colorado
$61.8K +$5.57K +132 +9%
TCG
2868
Transcendent Capital Group
Oklahoma
$61.5K +$591 +14 +0.9%
AT
2869
Avalon Trust
New Mexico
$60K -$8.44K -200 -12%
TF
2870
Tandem Financial
Colorado
$59.7K +$63K +1,493 New
FMP
2871
Financial Management Professionals
Texas
$58.3K +$3.5K +83 +6%
LIA
2872
Luken Investment Analytics
Tennessee
$56.5K – – –
GFPC
2873
Global Financial Private Client
Florida
$55.2K +$3.04K +72 +6%
MA
2874
Modus Advisors
Minnesota
$55K +$58K +1,375 New
SC
2875
Stephens Consulting
Michigan
$54.8K – – –