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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
3101
Contravisory Investment Management
Massachusetts
$12.3K – – –
AWM
3102
Activest Wealth Management
Florida
$11.9K -$21.6K -63 -66%
CFG
3103
Chapman Financial Group
Hawaii
$11.9K – – –
BH
3104
Burk Holdings
Oklahoma
$11.2K – – –
CWP
3105
Clark Wealth Partners
Illinois
$11.2K +$1.37K +4 +15%
SNBOSD
3106
Security National Bank of So Dak
Iowa
$10.9K -$194K -567 -95%
EWM
3107
Evolution Wealth Management
Florida
$10.9K -$1.37K -4 -12%
MASM
3108
MH & Associates Securities Management
California
$10.9K – – –
BFPW
3109
BOK Financial Private Wealth
Colorado
$10.5K +$7.87K +23 +383%
BTC
3110
Bank & Trust Company
Illinois
$10.5K – – –
AS
3111
Altshuler Shaham
Israel
$10.5K +$9.93K +29 New
PF
3112
PlanVest Financial
Maryland
$10.1K +$342 +1 +4%
CA
3113
Centerpoint Advisors
Massachusetts
$10K – – –
AF
3114
Alerus Financial
North Dakota
$9.78K -$3.42K -10 -27%
OSNBOA
3115
Old Second National Bank of Aurora
Illinois
$9.78K – – –
AI
3116
Atomic Invest
New York
$9.73K +$1.71K +5 +23%
HAP
3117
Harbor Asset Planning
Massachusetts
$9.05K – – –
Q1WB
3118
Quest 10 Wealth Builders
Virginia
$9.05K – – –
SA
3119
Strategic Advocates
Utah
$9.05K +$342 +1 +4%
HIA
3120
HFM Investment Advisors
New Jersey
$9.05K +$4.45K +13 +108%
FA
3121
Financial Avengers
California
$7.88K – – –
MAFA
3122
MJT & Associates Financial Advisory
Minnesota
$7.61K – – –
HWM
3123
HighMark Wealth Management
Minnesota
$7.24K – – –
GP
3124
Guardian Partners
Canada
$7.24K +$6.85K +20 New
LFASL
3125
Lugano Financial Advisors SA (LFA)
Switzerland
$7.24K +$6.85K +20 New