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AvePoint

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Marquette Asset Management
Minnesota
$5.4K -$4.65K -452 -48%
LSA
227
Leonteq Securities AG
Switzerland
$5.07K
LFG
228
Larson Financial Group
Missouri
$4.57K -$24.8K -2,407 -86%
TM
229
Torren Management
California
$3.32K
CIAM
230
Caitong International Asset Management
Hong Kong
$2.5K -$64.4K -6,259 -97%
BWA
231
Basecamp Wealth Advisors
Washington
$2.39K +$504 +49 +30%
PWA
232
Physician Wealth Advisors
Utah
$2.17K -$41 -4 -2%
CFM
233
Cornerstone Financial Management
Massachusetts
$2.12K +$1.4K +136 +257%
HI
234
Harbour Investments
Wisconsin
$2.08K
PWMG
235
Private Wealth Management Group
New Jersey
$1.94K -$1.71K -166 -49%
NSIM
236
North Star Investment Management
Illinois
$1.17K -$4.01K -390 -79%
AW
237
Avion Wealth
Texas
$1K -$555 -54 -27%
Bessemer Group
238
Bessemer Group
New Jersey
$1K
SIC
239
SJS Investment Consulting
Ohio
$897 +$473 +46 +135%
FAM
240
Fulcrum Asset Management
United Kingdom
$775 +$720 +70 New
RWM
241
Rialto Wealth Management
New York
$595 +$545 +53 New
BFS
242
Bare Financial Services
Pennsylvania
$572 +$524 +51 New
FFO
243
Fortitude Family Office
Arizona
$572 +$524 +51 New
SS
244
SBI Securities
Japan
$437 -$1.19K -116 -75%
CA
245
Clearstead Advisors
Ohio
$405 +$370 +36 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$325
PWPS
247
Pinnacle Wealth Planning Services
Ohio
$291
GFA
248
Godfrey Financial Associates
New York
$280
PWAM
249
Private Wealth Asset Management
Iowa
$224
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$67 -$103 -10 -63%