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Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
1626
Founders Capital Management (Texas)
Texas
$8.03K
BCM
1627
Boreal Capital Management
Florida
$8.03K +$7.28K +19 New
HFM
1628
Harvest Fund Management
China
$8K
AIM
1629
Access Investment Management
Georgia
$7.6K
PWMG
1630
Prestige Wealth Management Group
New Jersey
$7.6K
JGIA
1631
Jackson Grant Investment Advisers
Connecticut
$7.18K
AWM
1632
Abound Wealth Management
Tennessee
$7.14K +$383 +1 +6%
FGA
1633
Fortis Group Advisors
New Jersey
$6.76K -$3.07K -8 -33%
MAM
1634
Marquette Asset Management
Minnesota
$6.76K +$6.13K +16 New
CWP
1635
Clark Wealth Partners
Illinois
$6.64K +$2.3K +6 +86%
GIM
1636
Gold Investment Management
Alberta, Canada
$6.34K
RWA
1637
Redmont Wealth Advisors
Illinois
$6.34K
CCM
1638
Cloud Capital Management
Washington
$6K +$6.13K +16 New
PP
1639
Pacifica Partners
Canada
$5.95K
VWA
1640
Valued Wealth Advisors
Utah
$5.56K
BFS
1641
Bare Financial Services
Pennsylvania
$5.49K
CIA
1642
Cape Investment Advisory
Georgia
$5.07K -$91.2K -238 -95%
CCMI
1643
Creative Capital Management Investments
California
$4.22K -$3.45K -9 -47%
1IA
1644
1620 Investment Advisors
Massachusetts
$4.22K
CT
1645
Clearstead Trust
Maine
$3.8K
TCA
1646
Trifecta Capital Advisors
Illinois
$3.8K
BHWM
1647
Bay Harbor Wealth Management
Maryland
$3.8K +$383 +1 +13%
TIM
1648
Tortoise Investment Management
New York
$3.8K +$1.15K +3 +50%
AFWM
1649
Abich Financial Wealth Management
Virginia
$3.8K +$3.45K +9 New
CTWM
1650
Cherry Tree Wealth Management
Minnesota
$3.38K