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Name Holding Trade Value Shares
Change
Change in
Stake
Catalyst Capital Advisors
3951
Catalyst Capital Advisors
New York
$149K -$43.5K -48 -22%
CWM
3952
Consultiva Wealth Management
Puerto Rico
$149K – – –
OCM
3953
Osbon Capital Management
Massachusetts
$149K +$157K +173 New
BWM
3954
Benson Wealth Management
Tennessee
$147K +$155K +171 New
CIAS
3955
CBIZ Investment Advisory Services
Ohio
$147K -$1.81K -2 -1%
BAM
3956
Byrne Asset Management
New Jersey
$147K – – –
PFO
3957
Pioneer Family Office
Florida
$147K +$154K +170 New
BW
3958
Bravera Wealth
North Dakota
$146K +$153K +169 New
PWMG
3959
Private Wealth Management Group
New Jersey
$143K – – –
BIM
3960
Bullseye Investment Management
Ohio
$142K -$440K -486 -75%
RIAS
3961
Rachor Investment Advisory Services
Michigan
$141K +$148K +163 New
AEPWM
3962
Atlantic Edge Private Wealth Management
Florida
$140K – – –
MWPCG
3963
Measured Wealth Private Client Group
New Hampshire
$136K -$3.62K -4 -2%
JGIA
3964
Jackson Grant Investment Advisers
Connecticut
$135K – – –
HHCP
3965
Hilton Head Capital Partners
South Carolina
$135K +$142K +157 New
CWM
3966
Cedar Wealth Management
California
$134K – – –
IWM
3967
Inlight Wealth Management
Georgia
$131K – – –
ACM
3968
Adalta Capital Management
New York
$129K -$4.53K -5 -3%
JAM
3969
JCIC Asset Management
Ontario, Canada
$129K – – –
RAM
3970
Ramirez Asset Management
New York
$129K – – –
EP
3971
Elkhorn Partners
Nebraska
$129K +$136K +150 New
Cohen & Steers
3972
Cohen & Steers
New York
$129K -$227K -250 -63%
CTWM
3973
Cherry Tree Wealth Management
Minnesota
$129K +$7.25K +8 +6%
FGAM
3974
Financial Gravity Asset Management
Texas
$127K -$21.7K -24 -14%
SA
3975
Strategic Advocates
Utah
$126K – – –