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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
4326
Moisand Fitzgerald Tamayo
Florida
$138K +$44.2K +330 +44%
MAM
4327
Marquette Asset Management
Minnesota
$138K -$5.09K -38 -3%
FC
4328
Family CFO
California
$135K +$45.8K +342 +48%
PCM
4329
Pentwater Capital Management
Florida
$127K -$134K -1,000 -50%
DF
4330
DecisionPoint Financial
Arizona
$127K -$13.4K -100 -9%
JMF
4331
Johnson Midwest Financial
Iowa
$124K
BCFD
4332
Boit C.F. David
$122K
TWD
4333
True Wealth Design
Ohio
$118K +$134 +1 +0.1%
BHWM
4334
Bay Harbor Wealth Management
Maryland
$117K +$1.74K +13 +1%
CI
4335
Cordant Inc
Oregon
$114K +$59K +440 +97%
CCM
4336
Cutler Capital Management
Massachusetts
$112K +$118K +880 New
SA
4337
SRH Advisors
Kansas
$110K +$83.7K +625 +260%
LWA
4338
Lowe Wealth Advisors
Maryland
$109K -$50.9K -380 -31%
CFS
4339
CGC Financial Services
Oregon
$103K
BCM
4340
Birch Capital Management
Texas
$94.1K
DCM
4341
Disciplina Capital Management
Tennessee
$92.2K
HWP
4342
Hibernia Wealth Partners
Louisiana
$89.2K +$94.1K +702 New
AS
4343
AM Squared
Hong Kong
$76.3K +$80.4K +600 New
CCM
4344
Copeland Capital Management
Pennsylvania
$66.1K
EA
4345
Evolution Advisers
Virginia
$66K -$4.56K -34 -6%
SWM
4346
Sanctuary Wealth Management
Idaho
$64.8K +$9.51K +71 +16%
YAL
4347
Your Advocates Ltd
Texas
$62.9K +$1.34K +10 +2%
BFA
4348
BBJS Financial Advisors
Washington
$61K
RWM
4349
Ruedi Wealth Management
Illinois
$61K
APW
4350
Atlantic Private Wealth
North Carolina
$53.4K