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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
2301
Compound Global Advisors
Washington
$99.5K +$79.6K +50 New
RWM
2302
Raffa Wealth Management
District of Columbia
$97.5K +$6.37K +4 +9%
HHGA
2303
Halbert Hargrove Global Advisors
California
$97.2K +$6.37K +4 +9%
AW
2304
Ankerstar Wealth
Texas
$95.5K -$3.18K -2 -4%
KSB
2305
Kennebec Savings Bank
Maine
$95.5K
AWM
2306
Activest Wealth Management
Florida
$94.5K -$277K -174 -78%
EP
2307
Essential Partners
California
$93.5K
EIP
2308
Essential Investment Partners
Colorado
$91.5K
TIM
2309
Thompson Investment Management
Wisconsin
$89.5K
CFM
2310
Cornerstone Financial Management
Massachusetts
$89.5K +$30.2K +19 +73%
AIC
2311
Archer Investment Corporation
Indiana
$87.9K
BFS
2312
Bare Financial Services
Pennsylvania
$87.5K +$35K +22 +100%
JAM
2313
JCIC Asset Management
Ontario, Canada
$85.9K
JWM
2314
JPL Wealth Management
Colorado
$85.5K
FIM
2315
FWL Investment Management
Texas
$85.5K +$11.1K +7 +19%
SA
2316
SRH Advisors
Kansas
$83.6K
BFPW
2317
BOK Financial Private Wealth
Colorado
$81.6K +$65.3K +41 New
FWA
2318
Flagship Wealth Advisors
Massachusetts
$81.6K +$65.3K +41 New
PAM
2319
Parvin Asset Management
South Dakota
$79.6K
IWP
2320
IAG Wealth Partners
Wisconsin
$79.6K
RF
2321
Robinswood Financial
Washington
$79.6K
HPWM
2322
High Point Wealth Management
New Jersey
$77.7K +$62.1K +39 New
EWM
2323
Evolution Wealth Management
Florida
$77.6K +$1.59K +1 +3%
KFI
2324
Key Financial Inc
Pennsylvania
$75.6K -$43K -27 -42%
RWM
2325
Rialto Wealth Management
New York
$73.6K +$23.9K +15 +68%