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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1251
CI Investments Inc
Ontario, Canada
$214K -$8.34K -164 -4%
DWM
1252
Daner Wealth Management
Georgia
$214K +$254K +4,990 New
CH
1253
Cromwell Holdings
Wyoming
$213K -$28.3K -556 -13%
FCM
1254
Fourpath Capital Management
Oklahoma
$212K +$192K +3,783 New
HIMS
1255
Hager Investment Management Services
New Hampshire
$212K -$265K -5,205 -58%
I
1256
INVST
Indiana
$212K +$192K +3,768 New
FFA
1257
Founders Financial Alliance
North Carolina
$211K -$123K -2,412 -39%
CBTWT
1258
Community Bank & Trust (Waco, Texas)
Texas
$211K +$191K +3,750 New
MWP
1259
Momentum Wealth Planning
Florida
$211K +$191K +3,750 New
KWA
1260
Kingswood Wealth Advisors
California
$210K -$13.8K -271 -7%
WPWM
1261
Western Pacific Wealth Management
Illinois
$209K
BCP
1262
Blackhawk Capital Partners
Wisconsin
$209K +$189K +3,719 New
QL
1263
Quarry LP
New York
$208K +$29.7K +583 +19%
DIP
1264
DT Investment Partners
Pennsylvania
$208K
FF
1265
Francis Financial
$207K +$188K +3,690 New
MPI
1266
Mairs & Power Inc
Minnesota
$206K +$186K +3,660 New
EFS
1267
Essex Financial Services
Connecticut
$205K +$186K +3,658 New
GWM
1268
GSB Wealth Management
Connecticut
$205K +$185K +3,645 New
SVWAG
1269
Sound View Wealth Advisors Group
Georgia
$204K -$22.2K -436 -11%
TC
1270
TownSquare Capital
Utah
$204K -$1.2M -23,542 -87%
TCM
1271
Traynor Capital Management
Pennsylvania
$204K -$163K -3,199 -48%
TFGT
1272
TS Financial Group (TSFG)
Illinois
$202K +$27.5K +541 +18%
OL
1273
OneFund LLC
Florida
$202K +$183K +3,597 New
RFA
1274
Register Financial Advisors
Georgia
$200K +$182K +3,569 New
CAL
1275
Capital Advisors Ltd
Ohio
$194K +$12.9K +254 +8%