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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2551
Macroview Investment Management
Maryland
$34K +$213 +2 +0.6%
LIM
2552
Lagoda Investment Management
New York
$33K
SC
2553
Siena Capital
Ohio
$32K -$19.9K -187 -36%
SA
2554
SRH Advisors
Kansas
$32K
GM
2555
GeoWealth Management
Illinois
$31K +$4.8K +45 +17%
KIG
2556
Kessler Investment Group
Indiana
$30K -$3.94M -36,942 -99%
PP
2557
PFS Partners
New Jersey
$29.8K
MAM
2558
Marquette Asset Management
Minnesota
$29K -$853 -8 -3%
EC
2559
EdgeRock Capital
Colorado
$29K +$31.4K +295 New
FEG
2560
Financial Enhancement Group
Indiana
$25K
BCM
2561
Bourgeon Capital Management
Connecticut
$25K +$107 +1 +0.4%
RWM
2562
Raffa Wealth Management
District of Columbia
$24.2K +$1.6K +15 +6%
MUMSS
2563
Mitsubishi UFJ Morgan Stanley Securities
Japan
$24K
OLVIG
2564
Oliver Lagore Vanvalin Investment Group
Michigan
$24K
SC
2565
Schubert & Co
Texas
$23K +$5.01K +47 +25%
AWA
2566
Artemis Wealth Advisors
New York
$22.8K -$108K -1,009 -81%
HWP
2567
Highline Wealth Partners
California
$21.6K +$23.8K +223 New
OA
2568
Operose Advisors
Wisconsin
$21K -$4.05K -38 -15%
LWA
2569
Lowe Wealth Advisors
Maryland
$21K
DWMG
2570
DB Wealth Management Group
California
$20K
SIM
2571
Studio Investment Management
Illinois
$19.4K
CMANY
2572
Capital Management Associates (New York)
New York
$19K
CWAF
2573
Core Wealth Advisors (Florida)
Florida
$19K
SL
2574
Savior LLC
Massachusetts
$19K
BGC
2575
Beutel, Goodman & Co
Ontario, Canada
$19K +$21.3K +200 New