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Name Holding Trade Value Shares
Change
Change in
Stake
CM
3101
Capula Management
Cayman Islands
$32.2K -$177K -1,343 -85%
CTWM
3102
Cherry Tree Wealth Management
Minnesota
$32.1K – – –
DWA
3103
Delos Wealth Advisors
Texas
$32K +$31K +235 New
ACM
3104
Anfield Capital Management
California
$31.6K +$13.7K +104 +81%
EPW
3105
Evergreen Private Wealth
Colorado
$31.1K +$3.69K +28 +14%
TPW
3106
Talon Private Wealth
Florida
$30.7K +$29.8K +226 New
CAM
3107
Clarity Asset Management
Iowa
$30K -$1.85K -14 -6%
RPA
3108
Redwood Park Advisors
California
$29.9K – – –
MSWA
3109
Marshall & Sterling Wealth Advisors
New York
$28.5K +$132 +1 +0.5%
SC
3110
Swan Capital
Florida
$28.3K +$2.64K +20 +11%
CMA
3111
Cedar Mountain Advisors
Oregon
$27.4K +$132 +1 +0.5%
FW
3112
Fairway Wealth
Ohio
$26.8K – – –
HNW
3113
High Note Wealth
Minnesota
$26.5K – – –
YDMI
3114
Y.D. More Investments
Israel
$25.9K -$29.4K -223 -54%
IWM
3115
IMG Wealth Management
Florida
$25.7K +$22K +167 +759%
LWA
3116
Lowe Wealth Advisors
Maryland
$25.4K – – –
KG
3117
Kilter Group
New York
$23.1K +$22.4K +170 New
MAM
3118
Marquette Asset Management
Minnesota
$22K – – –
DWM
3119
Darwin Wealth Management
Florida
$21.8K -$15.2K -115 -42%
LIM
3120
Lagoda Investment Management
New York
$21.8K – – –
FGC
3121
Financial Gravity Companies
Texas
$21.8K +$21.1K +160 New
RF
3122
Robinswood Financial
Washington
$21.4K – – –
DPW
3123
DiNuzzo Private Wealth
Pennsylvania
$21.1K -$132 -1 -0.6%
RFA
3124
Reyes Financial Architecture
California
$20.4K – – –
CWM
3125
Cedar Wealth Management
California
$20.1K – – –