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Name Holding Trade Value Shares
Change
Change in
Stake
RFMS
876
RWQ Financial Management Services
Florida
$204K +$193K +1,500 New
CA
877
Centerpoint Advisors
Massachusetts
$204K -$1.68K -13 -0.9%
TCM
878
Triumph Capital Management
Colorado
$203K +$193K +1,493 New
CL
879
Choreo LLC
Illinois
$203K +$516 +4 +0.3%
B
880
Birchbrook
Maine
$197K +$186K +1,444 New
SIM
881
Sentry Investment Management
Wisconsin
$190K -$137K -1,061 -43%
PIM
882
Plato Investment Management
Australia
$189K +$179K +1,389 New
JPWM
883
Jamison Private Wealth Management
Georgia
$185K
RIM
884
Rakuten Investment Management
Japan
$181K +$170K +1,320 New
GI
885
GAMMA Investing
California
$180K +$161K +1,246 New
AF
886
Advisornet Financial
Minnesota
$171K +$2.06K +16 +1%
FWM
887
Focused Wealth Management
New York
$171K -$96.5K -748 -37%
PCMC
888
Planning Capital Management Corporation
Pennsylvania
$170K +$161K +1,248 New
SAM
889
Shell Asset Management
Netherlands
$167K +$158K +1,225 New
AA
890
Alta Advisers
United Kingdom
$163K
JFG
891
JDM Financial Group
Texas
$163K
CIAS
892
Capital Investment Advisory Services
North Carolina
$158K -$92.5K -717 -38%
EWA
893
EverSource Wealth Advisors
Alabama
$156K +$45.6K +354 +45%
C
894
Covestor
United Kingdom
$153K -$12K -93 -8%
ADL
895
Asset Dedication LLC
California
$150K +$141K +1,094 +5,210%
FP
896
Financial Perspectives
Minnesota
$148K +$23.6K +183 +20%
SC
897
SouthState Corp
Florida
$145K
BNP Paribas Financial Markets
898
BNP Paribas Financial Markets
France
$141K +$134K +1,037 New
CFD
899
Creative Financial Designs
Indiana
$135K -$1.42K -11 -1%
AI
900
AdvisorShares Investments
Maryland
$130K -$66.7K -517 -35%