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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
2926
Tower View Wealth Management
Wisconsin
$24K +$182 +4 +0.8%
SCA
2927
Stuart Chaussee & Associates
California
$23.8K
MBFW
2928
Morton Brown Family Wealth
Pennsylvania
$23.6K +$19.2K +421 +561%
JMF
2929
Johnson Midwest Financial
Iowa
$23K +$182 +4 +0.8%
Q
2930
QVR
California
$21.7K -$66.6K -1,464 -76%
UIA
2931
Ulland Investment Advisors
Minnesota
$21K
Cohen & Steers
2932
Cohen & Steers
New York
$18K
KIG
2933
Kessler Investment Group
Indiana
$18K +$8.78K +193 +100%
MUMSS
2934
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K -$1.36K -30 -8%
JSAM
2935
J. Safra Asset Management
New York
$17K +$17K +374 New
OLVIG
2936
Oliver Lagore Vanvalin Investment Group
Michigan
$16.7K -$57.1K -1,254 -78%
CPFP
2937
Clear Perspectives Financial Planning
Ohio
$16.4K
FCG
2938
Financial Connections Group
California
$16K
BAM
2939
Baldrige Asset Management
Pennsylvania
$15K +$13K +285 +713%
LWA
2940
Lowe Wealth Advisors
Maryland
$14.7K +$4.55K +100 +48%
CMA
2941
Cedar Mountain Advisors
Oregon
$14.4K
IRAG
2942
Investment Research & Advisory Group
Georgia
$14.3K
DWMG
2943
DB Wealth Management Group
California
$14.3K
IFA
2944
Interactive Financial Advisors
Illinois
$14.3K
CAM
2945
Costello Asset Management
Pennsylvania
$13.3K
DCP
2946
Distillate Capital Partners
Illinois
$11.4K -$12.5M -274,314 -100%
OIS
2947
Okabena Investment Services
Minnesota
$11.3K +$10.8K +237 New
WAM
2948
Worth Asset Management
Texas
$10.7K
LFA
2949
Legend Financial Advisors
Pennsylvania
$10.7K +$10.2K +225 New
JFG
2950
JDM Financial Group
Texas
$10.5K +$10.1K +221 New