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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
2751
Lansing Street Advisors
Pennsylvania
$47K – – –
LPWM
2752
Lake Point Wealth Management
Texas
$47K +$239 +5 +0.5%
JAM
2753
JCIC Asset Management
Ontario, Canada
$44K – – –
KFS
2754
Kelly Financial Services
Massachusetts
$41.1K -$4.79K -100 -9%
BWP
2755
Baldwin Wealth Partners
Massachusetts
$41K – – –
JIR
2756
James Investment Research
Ohio
$41K – – –
LPP
2757
Life Planning Partners
Florida
$41K – – –
MCA
2758
Maryland Capital Advisors
Maryland
$41K +$7.61K +159 +20%
HL
2759
Harding Loevner
New Jersey
$39K – – –
HF
2760
Halpern Financial
Virginia
$38.8K +$4.55K +95 +12%
HWM
2761
HighMark Wealth Management
Minnesota
$38K -$144 -3 -0.3%
MW
2762
Milestone Wealth
New York
$36K – – –
CM
2763
Cornerstone Management
Georgia
$35.7K – – –
CQS
2764
Credential Qtrade Securities
$35.3K +$3.88K +81 +11%
MS
2765
Mizuho Securities
Japan
$35K -$19.1K -400 -42%
S
2766
Surevest
California
$35K – – –
MFT
2767
Moisand Fitzgerald Tamayo
Florida
$35K +$23.9K +500 +161%
BHWM
2768
Beaird Harris Wealth Management
Texas
$35K +$24.2K +505 +164%
BSWA
2769
Bromfield Sneider Wealth Advisors
Massachusetts
$34K – – –
CP
2770
Castleview Partners
Texas
$33.2K -$414K -8,658 -99%
RCC
2771
Red Cedar Capital
Nebraska
$33K – – –
EA
2772
Evolution Advisers
Virginia
$33K +$191 +4 +0.5%
SFG
2773
Steward Financial Group
Texas
$33K +$12.5K +261 +50%
IWP
2774
IAG Wealth Partners
Wisconsin
$32K – – –
AWMS
2775
Advocacy Wealth Management Services
Georgia
$31K +$1.25K +26 +4%