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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2751
Abound Wealth Management
Tennessee
$126K -$6.99K -61 -5%
SWA
2752
SOA Wealth Advisors
New York
$125K +$11.6K +101 +10%
CA
2753
Crewe Advisors
Utah
$125K +$126K +1,101 New
NJIM
2754
Nabity-Jensen Investment Management
Nebraska
$125K -$5.16K -45 -4%
TCG
2755
Transcendent Capital Group
Oklahoma
$123K +$93.7K +817 +306%
BFS
2756
Burkett Financial Services
South Carolina
$122K +$573 +5 +0.5%
VCM
2757
Versant Capital Management
Arizona
$117K +$9.4K +82 +9%
PPWM
2758
PFG Private Wealth Management
Florida
$117K – – –
EC
2759
EntryPoint Capital
New York
$115K +$74.2K +647 +176%
PCM
2760
Perritt Capital Management
Illinois
$115K – – –
CSC
2761
Cove Street Capital
California
$114K – – –
KA
2762
Kozak & Associates
Colorado
$109K -$16.3K -142 -12%
KFS
2763
Kelly Financial Services
Massachusetts
$107K +$12.3K +107 +13%
CCMI
2764
Creative Capital Management Investments
California
$106K – – –
DWS
2765
Dynamic Wealth Strategies
California
$106K – – –
RAM
2766
Riggs Asset Management
Pennsylvania
$106K +$688 +6 +0.6%
IRAG
2767
Investment Research & Advisory Group
Georgia
$101K – – –
CJL
2768
Cyrus J. Lawrence
New York
$99K +$100K +875 New
BHWM
2769
Beaird Harris Wealth Management
Texas
$98.1K +$20.1K +175 +25%
CA
2770
Centerpoint Advisors
Massachusetts
$98K – – –
CCA
2771
Criterion Capital Advisors
Tennessee
$97.9K -$17.2K -150 -15%
HFS
2772
HBC Financial Services
Washington
$91K – – –
Marshall Wace
2773
Marshall Wace
United Kingdom
$90.9K -$15.9M -138,743 -99%
W
2774
WealthCollab
Washington
$90.2K – – –
FRA
2775
Front Row Advisors
California
$89.4K +$45.5K +397 +102%