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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1326
Pettinga Financial Advisors
Indiana
$203K +$185K +1,816 New
KOMWMG
1327
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$184K +1,815 New
CRC
1328
Curi RMB Capital
Illinois
$203K -$64.2K -632 -26%
CSC
1329
Caldwell Sutter Capital
California
$203K
LA
1330
LVW Advisors
New York
$203K +$184K +1,812 New
LFM
1331
LGT Fund Management
Liechtenstein
$202K +$180K +1,770 New
CIA
1332
Compass Ion Advisors
Pennsylvania
$202K +$184K +1,807 New
SMA
1333
Seven Mile Advisory
New Jersey
$202K +$183K +1,803 New
DS
1334
DRW Securities
Illinois
$201K -$1.16M -11,460 -86%
IFS
1335
Ifrah Financial Services
Arkansas
$201K +$183K +1,798 New
SWM
1336
Sugarloaf Wealth Management
Georgia
$197K +$102 +1 +0.1%
CTA
1337
Colonial Trust Advisors
South Carolina
$196K -$1.93K -19 -1%
AA
1338
Alta Advisers
United Kingdom
$190K
WSCM
1339
Wellington Shields Capital Management
New York
$190K
CH
1340
Cromwell Holdings
Wyoming
$179K
RA
1341
Ransom Advisory
Rhode Island
$179K
RA
1342
Rise Advisors
New York
$177K +$711 +7 +0.4%
AF
1343
Advisornet Financial
Minnesota
$177K +$11K +108 +7%
AWM
1344
Avior Wealth Management
Nebraska
$177K +$610 +6 +0.4%
LC
1345
Lindbrook Capital
California
$175K -$3.25K -32 -2%
ST
1346
Smithfield Trust
Pennsylvania
$175K
WOSD
1347
WFA of San Diego
California
$168K
DCM
1348
Davis Capital Management
Florida
$166K -$7.11K -70 -5%
MPWT
1349
MassMutual Private Wealth & Trust
Connecticut
$165K -$670K -6,595 -82%
PS
1350
Planned Solutions
California
$162K +$147K +1,450 New