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Name Holding Trade Value Shares
Change
Change in
Stake
CA
3176
CGN Advisors
Kansas
$2.15M -$364K -2,473 -14%
AL
3177
ADE LLC
Maryland
$2.15M +$50.2K +341 +2%
FPWM
3178
FSB Premier Wealth Management
Iowa
$2.14M -$156K -1,061 -7%
CWA
3179
Clearview Wealth Advisors
Oregon
$2.13M -$106K -717 -5%
NEGWA
3180
New England Guild Wealth Advisors
Connecticut
$2.1M +$26.5K +180 +1%
MFS
3181
Madrona Financial Services
Washington
$2.09M +$1.18K +8 +0.1%
BI
3182
Bramshill Investments
Florida
$2.08M -$1.83M -12,425 -46%
PS
3183
Portfolio Strategies
New York
$2.08M +$15K +102 +0.7%
BG
3184
Benedetti & Gucer
Georgia
$2.08M +$48.1K +327 +2%
FWA
3185
FOCUS Wealth Advisors
Texas
$2.07M +$10.5K +71 +0.5%
FWM
3186
FSA Wealth Management
Massachusetts
$2.06M +$144K +981 +7%
CWM
3187
Cedar Wealth Management
California
$2.05M -$9.86K -67 -0.5%
OPPTF
3188
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.05M -$35.8K -243 -2%
SFM
3189
Systematic Financial Management
New Jersey
$2.05M
CWM
3190
Chicago Wealth Management
Illinois
$2.05M -$49.3K -335 -2%
SP
3191
SWS Partners
Ohio
$2.04M -$4.42K -30 -0.2%
FFA
3192
Freedman Financial Associates
Massachusetts
$2.04M +$63.9K +434 +3%
VCS
3193
Vaughan & Co Securities
New Jersey
$2.03M -$36.1K -245 -2%
PM
3194
Penbrook Management
New York
$2.03M
OWM
3195
Orgel Wealth Management
Wisconsin
$2.02M +$328K +2,225 +18%
GAM
3196
Garrison Asset Management
Arkansas
$2.02M -$33K -224 -2%
TWP
3197
Tower Wealth Partners
Pennsylvania
$2.02M +$26.8K +182 +1%
KFA
3198
Krane Funds Advisors
New York
$2.01M +$787K +5,344 +60%
WCWM
3199
Wooster Corthell Wealth Management
Connecticut
$2.01M -$37.8K -257 -2%
SWP
3200
Summit Wealth Partners
Florida
$2M +$154K +1,046 +8%