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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2726
Sierra Capital
Florida
$27K -$142K -3,195 -82%
LFA
2727
Level Financial Advisors
New York
$25K – – –
CWM
2728
CarsonAllaria Wealth Management
Illinois
$25K +$266 +6 +1%
SWM
2729
Stapp Wealth Management
Washington
$25K +$27.4K +617 New
SAM
2730
Strategic Asset Management
Minnesota
$22K -$4.44K -100 -15%
RDIA
2731
RE Dickinson Investment Advisors
Iowa
$22K -$3.59K -81 -13%
EA
2732
Evolution Advisers
Virginia
$21K -$10.9K -246 -31%
IHWM
2733
Iron Horse Wealth Management
Iowa
$21K -$5.41K -122 -19%
WA
2734
Win Advisors
Florida
$21K -$44 -1 -0.2%
TC
2735
Tacita Capital
Ontario, Canada
$21K – – –
DFCM
2736
Dark Forest Capital Management
Puerto Rico
$21K +$23.7K +534 New
SCA
2737
Stuart Chaussee & Associates
California
$20K – – –
TVWM
2738
Tower View Wealth Management
Wisconsin
$20K +$177 +4 +0.8%
JMF
2739
Johnson Midwest Financial
Iowa
$19K -$8.7K -196 -29%
ODG
2740
O'Dell Group
Ohio
$18K -$7.54K -170 -27%
JSAM
2741
J. Safra Asset Management
New York
$18K – – –
UIA
2742
Ulland Investment Advisors
Minnesota
$18K – – –
JWBC
2743
John W. Brooker & Co
California
$16K – – –
BWP
2744
Baldwin Wealth Partners
Massachusetts
$15K -$26.2K -590 -61%
Cohen & Steers
2745
Cohen & Steers
New York
$15K -$10.5K -237 -39%
MUMSS
2746
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K – – –
FCG
2747
Financial Connections Group
California
$14K -$132K -2,970 -89%
CPFP
2748
Clear Perspectives Financial Planning
Ohio
$14K -$5.59K -126 -27%
CMA
2749
Cedar Mountain Advisors
Oregon
$12K – – –
DWMG
2750
DB Wealth Management Group
California
$12K – – –