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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1626
Halbert Hargrove Global Advisors
California
$8.03K +$7.28K +19 New
FCMT
1627
Founders Capital Management (Texas)
Texas
$8.03K – – –
BCM
1628
Boreal Capital Management
Florida
$8.03K +$7.28K +19 New
HFM
1629
Harvest Fund Management
China
$8K – – –
AIM
1630
Access Investment Management
Georgia
$7.6K – – –
PWMG
1631
Prestige Wealth Management Group
New Jersey
$7.6K – – –
JGIA
1632
Jackson Grant Investment Advisers
Connecticut
$7.18K – – –
AWM
1633
Abound Wealth Management
Tennessee
$7.14K +$383 +1 +6%
FGA
1634
Fortis Group Advisors
New Jersey
$6.76K -$3.07K -8 -33%
MAM
1635
Marquette Asset Management
Minnesota
$6.76K +$6.13K +16 New
CWP
1636
Clark Wealth Partners
Illinois
$6.64K +$2.3K +6 +86%
GIM
1637
Gold Investment Management
Alberta, Canada
$6.34K – – –
RWA
1638
Redmont Wealth Advisors
Illinois
$6.34K – – –
CCM
1639
Cloud Capital Management
Washington
$6K +$6.13K +16 New
PP
1640
Pacifica Partners
Canada
$5.95K – – –
VWA
1641
Valued Wealth Advisors
Utah
$5.56K – – –
BFS
1642
Bare Financial Services
Pennsylvania
$5.49K – – –
CIA
1643
Cape Investment Advisory
Georgia
$5.07K -$91.2K -238 -95%
CCMI
1644
Creative Capital Management Investments
California
$4.22K -$3.45K -9 -47%
1IA
1645
1620 Investment Advisors
Massachusetts
$4.22K – – –
CT
1646
Clearstead Trust
Maine
$3.8K – – –
TCA
1647
Trifecta Capital Advisors
Illinois
$3.8K – – –
BHWM
1648
Bay Harbor Wealth Management
Maryland
$3.8K +$383 +1 +13%
TIM
1649
Tortoise Investment Management
New York
$3.8K +$1.15K +3 +50%
AFWM
1650
Abich Financial Wealth Management
Virginia
$3.8K +$3.45K +9 New