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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1326
Coastline Trust
Rhode Island
$3.95K -$7.81K -83 -60%
QL
1327
Quarry LP
New York
$3.95K +$5.18K +55 New
MIM
1328
Marshall Investment Management
Colorado
$3.88K +$5.08K +54 New
NA
1329
Networth Advisors
Pennsylvania
$3.88K +$5.08K +54 New
KG
1330
Kilter Group
New York
$3.81K +$2.35K +25 +89%
HFS
1331
Hughes Financial Services
Virginia
$3.74K +$4.42K +47 +940%
BCM
1332
Boreal Capital Management
Florida
$3.59K – – –
JFG
1333
JDM Financial Group
Texas
$3.59K – – –
PK
1334
Pflug Koory
Nebraska
$3.59K – – –
WB
1335
Webster Bank
Connecticut
$3.59K +$3.58K +38 +317%
PWMG
1336
Private Wealth Management Group
New Jersey
$3.52K +$282 +3 +7%
PWA
1337
Principia Wealth Advisory
Texas
$3.31K +$2.07K +22 +92%
BWS
1338
Buck Wealth Strategies
Colorado
$3.31K +$4.33K +46 New
AIS
1339
Advocate Investing Services
Maryland
$3.23K – – –
HNW
1340
High Note Wealth
Minnesota
$3.16K -$5.74K -61 -58%
AF
1341
Align Financial
Minnesota
$3.16K – – –
CSC
1342
Caldwell Sutter Capital
California
$3.16K – – –
HCM
1343
Hollencrest Capital Management
California
$3.16K – – –
BCWM
1344
Ball & Co Wealth Management
Tennessee
$3K – – –
AF
1345
Alerus Financial
North Dakota
$2.95K -$1.32K -14 -25%
LAM
1346
Lummis Asset Management
Texas
$2.87K – – –
CIAS
1347
CBIZ Investment Advisory Services
Ohio
$2.84K – – –
RWPA
1348
Richard W. Paul & Associates
Michigan
$2.8K -$806K -8,567 -100%
FNWA
1349
Financial Network Wealth Advisors
Utah
$2.75K -$35.7K -379 -91%
PS
1350
Planning Strategies
Pennsylvania
$2.66K +$3.48K +37 New