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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1801
Archer Investment Corporation
Indiana
$54K
BBPWM
1802
Blue Bell Private Wealth Management
Pennsylvania
$54K
CT
1803
Caldwell Trust
Florida
$54K
FC
1804
Fairscale Capital
New Hampshire
$54K
MFC
1805
Mechanics Financial Corp
Ohio
$54K
PCTC
1806
Perkins Coie Trust Company
Washington
$54K
PWMG
1807
Prestige Wealth Management Group
New Jersey
$48.6K
ABWM
1808
Alpine Bank Wealth Management
Colorado
$48.6K
BSC
1809
Brown Shipley & Co
United Kingdom
$48.6K
SC
1810
Solstein Capital
California
$48.6K
RS
1811
Rakuten Securities
Japan
$48.6K +$5.58K +25 +13%
WIM
1812
Westside Investment Management
California
$48.2K +$22.3K +100 +80%
RF
1813
Roxbury Financial
New Jersey
$43.8K
VWA
1814
Valued Wealth Advisors
Utah
$43.3K
W
1815
WealthCollab
Washington
$43.2K
TSMHT
1816
Thurston Springer Miller Herd & Titak
Indiana
$43.2K -$50.2K -225 -53%
CIAS
1817
CBIZ Investment Advisory Services
Ohio
$43.2K -$11.2K -50 -20%
AWM
1818
Activest Wealth Management
Florida
$43.2K
FDCP
1819
Foster Dykema Cabot & Partners
Massachusetts
$43.2K
MSG
1820
Main Street Group
Virginia
$43.2K
CJ
1821
Caitlin John
Michigan
$43.2K +$44.6K +200 New
KG
1822
Kilter Group
New York
$37.8K -$5.58K -25 -13%
FMP
1823
Financial Management Professionals
Texas
$37.8K
HHMI
1824
Howard Hughes Medical Institute
Maryland
$37.8K
KPP
1825
Kings Path Partners
Texas
$37.8K