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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2726
IAG Wealth Partners
Wisconsin
$52K
PCFFS
2727
Pacific Center for Financial Services
California
$52K
AS
2728
Altshuler Shaham
Israel
$51K -$3.58K -28 -7%
NFSG
2729
Newbridge Financial Services Group
Florida
$50K +$38.5K +301 +538%
SAM
2730
Strategic Asset Management
Minnesota
$49K
LIM
2731
Lagoda Investment Management
New York
$48K
MIM
2732
Macroview Investment Management
Maryland
$48K +$128 +1 +0.3%
WIM
2733
Westside Investment Management
California
$47.8K
CP
2734
Corbenic Partners
Pennsylvania
$47K -$4.61K -36 -10%
SA
2735
SRH Advisors
Kansas
$46K
AWM
2736
AllSquare Wealth Management
New York
$45K -$13.8K -108 -25%
LPWM
2737
Lake Point Wealth Management
Texas
$45K
LAS
2738
Lloyd Advisory Services
Georgia
$45K
GCM
2739
Gladius Capital Management
Illinois
$45K +$40.3K +315 New
WPWM
2740
Western Pacific Wealth Management
Illinois
$45K +$41.6K +325 New
TSWM
2741
Tyler-Stone Wealth Management
Ohio
$44K +$39.9K +312 New
PP
2742
PFS Partners
New Jersey
$43.3K +$39.4K +308 New
CAM
2743
Costello Asset Management
Pennsylvania
$42K
MAM
2744
Marquette Asset Management
Minnesota
$42K
LWP
2745
Lumature Wealth Partners
Georgia
$42K +$15.2K +119 +65%
DFCM
2746
Dark Forest Capital Management
Puerto Rico
$41K -$122K -950 -77%
FFG
2747
Ford Financial Group
California
$41K +$37.9K +296 New
CFG
2748
CKW Financial Group
Hawaii
$40K
FEG
2749
Financial Enhancement Group
Indiana
$37K
OA
2750
Operose Advisors
Wisconsin
$35K +$32K +250 New