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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2651
Cedar Wealth Management
California
$44.3K – – –
WAM
2652
WFA Asset Management
Wisconsin
$43.4K – – –
GCM
2653
Gables Capital Management
Florida
$42.9K – – –
SC
2654
Steph & Co
Wisconsin
$42.2K +$23.7K +94 +112%
KPP
2655
Kings Path Partners
Texas
$41.7K – – –
MSWA
2656
Marshall & Sterling Wealth Advisors
New York
$41.5K -$4.04K -16 -8%
Disciplina Capital Management
2657
Disciplina Capital Management
Tennessee
$41.4K +$252 +1 +0.6%
TFG
2658
Team Financial Group
California
$40.4K – – –
SP
2659
Saranac Partners
$39.8K +$42.4K +168 New
MG
2660
MilWealth Group
Wisconsin
$39.1K – – –
Clal Insurance
2661
Clal Insurance
Israel
$39K -$252 -1 -0.6%
GHP Investment Advisors
2662
GHP Investment Advisors
Colorado
$39K -$7.57K -30 -15%
Raffa Wealth Management
2663
Raffa Wealth Management
District of Columbia
$38.6K +$3.03K +12 +8%
MWPCG
2664
Measured Wealth Private Client Group
New Hampshire
$38.6K +$41.1K +163 New
GK
2665
Graney & King
New York
$38.3K – – –
BONH
2666
Bank of New Hampshire
New Hampshire
$37.9K -$17.7K -70 -30%
RCM
2667
Raleigh Capital Management
North Carolina
$35.4K -$154K -611 -80%
PP
2668
Pacifica Partners
Canada
$35.1K +$1.26K +5 +3%
CBIZ Investment Advisory Services
2669
CBIZ Investment Advisory Services
Ohio
$34.9K +$3.53K +14 +11%
MCF Advisors
2670
MCF Advisors
Kentucky
$34.5K +$1.76K +7 +5%
GJIA
2671
Glass Jacobson Investment Advisors
Maryland
$33.2K – – –
Country Trust Bank
2672
Country Trust Bank
Illinois
$32.5K +$2.02K +8 +6%
Perkins Coie Trust Company
2673
Perkins Coie Trust Company
Washington
$32K -$88.3K -350 -72%
VWA
2674
VSM Wealth Advisory
Maryland
$32K – – –
IAG Wealth Partners
2675
IAG Wealth Partners
Wisconsin
$30.8K – – –