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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
2101
Platinum Investment Management
Australia
$82K +$82.5K +358 New
O
2102
Ossiam
France
$80K -$1.6M -6,942 -95%
SLF
2103
Sun Life Financial
Ontario, Canada
$80K -$1.15K -5 -1%
SFP
2104
Sterling Financial Planning
New Jersey
$80K +$80.2K +348 New
OCM
2105
Orion Capital Management
California
$80K +$80.7K +350 New
PWMG
2106
Prestige Wealth Management Group
New Jersey
$78K -$153K -662 -66%
OSNBOA
2107
Old Second National Bank of Aurora
Illinois
$77K
FMTCOCP
2108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K
FFA
2109
Freedman Financial Associates
Massachusetts
$75K +$74.9K +325 New
AW
2110
Avion Wealth
Texas
$74K
VCG
2111
Vantage Consulting Group
Virginia
$73K +$73.5K +319 New
LWA
2112
Lenox Wealth Advisors
New York
$71K +$692 +3 +1%
VRM
2113
Vectors Research Management
New York
$71K +$61.1K +265 +616%
TFGT
2114
TS Financial Group (TSFG)
Illinois
$70K +$15.7K +68 +29%
FWM
2115
Focused Wealth Management
New York
$69K -$202K -875 -74%
FWM
2116
Filbrandt Wealth Management
Wisconsin
$69K
KC
2117
Knuff & Co
California
$69K
TIM
2118
Tortoise Investment Management
New York
$69K
JWM
2119
Janiczek Wealth Management
Colorado
$69K +$54.4K +236 +369%
HFS
2120
HBC Financial Services
Washington
$67K
CT
2121
Clearstead Trust
Maine
$66K
EARNEST Partners
2122
EARNEST Partners
Georgia
$64K
SFO
2123
Standard Family Office
South Dakota
$63K +$63.4K +275 New
TC
2124
Tacita Capital
Ontario, Canada
$63K +$63.4K +275 New
BAMG
2125
Brand Asset Management Group
Missouri
$60K