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Name Holding Trade Value Shares
Change
Change in
Stake
HF
2601
Halpern Financial
Virginia
$66.2K -$4.69K -100 -7%
BHWM
2602
Bay Harbor Wealth Management
Maryland
$66K -$53.7K -1,143 -47%
ST
2603
Sageworth Trust
Pennsylvania
$65K -$33.4K -711 -36%
GTAM
2604
Global Trust Asset Management
Florida
$61K -$23.2K -495 -29%
Cohen & Steers
2605
Cohen & Steers
New York
$61K
KOCAA
2606
Knights of Columbus Asset Advisors
Connecticut
$61K
EC
2607
Estate Counselors
Wisconsin
$60K
WIM
2608
Westside Investment Management
California
$58.2K -$108K -2,298 -8%
KFS
2609
Kelly Financial Services
Massachusetts
$56.6K
AW
2610
Avion Wealth
Texas
$54K
JAM
2611
JCIC Asset Management
Ontario, Canada
$54K
HWM
2612
HighMark Wealth Management
Minnesota
$48K -$8.26K -176 -16%
RCC
2613
Red Cedar Capital
Nebraska
$48K +$986 +21 +2%
DI
2614
Disciplined Investments
Oklahoma
$47K -$14K -299 -25%
CCA
2615
Column Capital Advisors
Indiana
$45K -$27.2K -580 -40%
MFT
2616
Moisand Fitzgerald Tamayo
Florida
$45K +$4.69K +100 +13%
WCM
2617
Wealthcare Capital Management
Virginia
$43K +$38.8K +826 New
SWP
2618
ShoreHaven Wealth Partners
New Jersey
$40K +$13K +276 +55%
RA
2619
Resolute Advisors
California
$40K +$45.1K +961 +1,144%
Q
2620
QVR
California
$39K +$35K +746 New
AS
2621
Altshuler Shaham
Israel
$38K -$6.48K -138 -16%
AWM
2622
Activest Wealth Management
Florida
$38K +$33.8K +719 New
SCA
2623
Stuart Chaussee & Associates
California
$37K +$10.1K +216 +43%
AWMS
2624
Advocacy Wealth Management Services
Georgia
$35K
AWM
2625
Avondale Wealth Management
Texas
$33K