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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
2301
Global Wealth Management Investment Advisory
Florida
$52K -$52.1K -1,000 -49%
CWM
2302
Cranbrook Wealth Management
Michigan
$52K -$46.3K -888 -46%
BA
2303
Bellwether Advisors
Nebraska
$51K – – –
BCM
2304
Bourgeon Capital Management
Connecticut
$50K – – –
FPFS
2305
First Personal Financial Services
North Carolina
$50K +$31.1K +596 +147%
CCA
2306
Column Capital Advisors
Indiana
$48K -$2.14K -41 -4%
EWM
2307
Edge Wealth Management
New York
$48K +$208 +4 +0.4%
FBT
2308
First Bank & Trust
South Dakota
$48K +$14.2K +272 +40%
CQS
2309
Credential Qtrade Securities
$47.5K – – –
LFG
2310
Leverty Financial Group
Wisconsin
$45K +$46.9K +900 New
UCB
2311
United Community Bank
South Carolina
$44.3K +$45.9K +880 New
MWA
2312
Miller Wealth Advisors
Colorado
$43K +$44.1K +846 New
SL
2313
Savior LLC
Massachusetts
$42K – – –
FA
2314
Financial Avengers
California
$42K +$208 +4 +0.5%
RG
2315
Retirement Group
California
$42K +$32.9K +631 +309%
AW
2316
Avion Wealth
Texas
$40K – – –
RFP
2317
Roth Financial Partners
Texas
$40K – – –
BIA
2318
Bell Investment Advisors
California
$39K -$25.3K -486 -39%
BBPWM
2319
Blue Bell Private Wealth Management
Pennsylvania
$39K +$40.9K +784 New
POIA
2320
Pin Oak Investment Advisors
Texas
$38K +$20.3K +390 +104%
SFG
2321
Steward Financial Group
Texas
$38K +$40K +767 New
PP
2322
Pacifica Partners
Canada
$37K – – –
EW
2323
Emerson Wealth
Michigan
$37K +$38.2K +733 New
OA
2324
Operose Advisors
Wisconsin
$37K +$38.3K +735 New
LPWM
2325
Lake Point Wealth Management
Texas
$36K – – –