Name Holding Trade Value Shares
Change
Change in
Stake
TC
1201
Truvestments Capital
Florida
$126K +$349 +1 +0.3%
LI
1202
Louisbourg Investments
New Brunswick, Canada
$121K -$15.4K -44 -10%
ECA
1203
Elevated Capital Advisors
Utah
$120K +$35.6K +102 +37%
RFP
1204
Root Financial Partners
California
$119K +$2.79K +8 +2%
MCM
1205
MV Capital Management
Maryland
$114K +$698 +2 +0.6%
MWM
1206
Mosley Wealth Management
California
$113K +$126K +362 New
AAG
1207
Armstrong Advisory Group
Massachusetts
$112K – – –
EWM
1208
Evermay Wealth Management
Virginia
$110K – – –
JFA
1209
JNBA Financial Advisors
Minnesota
$106K – – –
AP
1210
Antipodes Partners
Australia
$105K +$30.7K +88 +36%
SWA
1211
SOA Wealth Advisors
New York
$103K – – –
UFF
1212
USA Financial Formulas
Michigan
$102K -$35.6K -102 -24%
WA
1213
Whipplewood Advisors
Colorado
$102K +$111K +318 +5,300%
MR
1214
Munich Reinsurance
$101K -$8.82M -25,255 -99%
DSC
1215
Daytona Street Capital
Missouri
$99.8K – – –
APW
1216
Acima Private Wealth
Virginia
$99.6K – – –
PWAM
1217
Private Wealth Asset Management
Iowa
$99K – – –
AIM
1218
Axiom Investment Management
New York
$97.7K +$109K +311 New
ADL
1219
Asset Dedication LLC
California
$97.1K -$15K -43 -12%
CFSG
1220
Community Financial Services Group
Vermont
$95.3K +$105K +300 New
Cohen & Steers
1221
Cohen & Steers
New York
$94K – – –
CFO
1222
CVA Family Office
Colorado
$93.3K +$32.8K +94 +46%
BWM
1223
Bernard Wealth Management
Michigan
$93K – – –
GF
1224
GGM Financials
Ohio
$91.6K +$102K +291 New
MA
1225
MCF Advisors
Kentucky
$87.3K -$8.73K -25 -8%