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Name Holding Trade Value Shares
Change 		Change in
Stake
W
3026
WealthCollab
Washington
$108K +$109K +2,136 New
GCM
3027
Gables Capital Management
Florida
$106K +$10.2K +200 +11%
BIA
3028
Bell Investment Advisors
California
$103K -$6.13K -120 -6%
SSG
3029
Summit Securities Group
New York
$102K -$6.69K -131 -6%
FSCM
3030
Front Street Capital Management
Montana
$101K – – –
FFA
3031
Frazier Financial Advisors
Ohio
$101K +$102K +1,995 New
HFS
3032
HBC Financial Services
Washington
$99K -$17.9K -350 -15%
CFG
3033
CKW Financial Group
Hawaii
$98K -$40.8K -799 -29%
CAM
3034
Creekmur Asset Management
Illinois
$97.6K +$98.7K +1,932 New
CIA
3035
Cape Investment Advisory
Georgia
$96.4K +$29.5K +577 +43%
CMP
3036
Coston McIsaac & Partners
Maine
$91K +$409 +8 +0.4%
PIM
3037
Platinum Investment Management
Australia
$90.4K -$340K -6,645 -79%
OCM
3038
Orion Capital Management
California
$89.1K -$40K -782 -31%
MIM
3039
Macroview Investment Management
Maryland
$87.5K -$1.69K -33 -2%
FSWA
3040
Financial Synergies Wealth Advisors
Texas
$87.3K -$46.1K -903 -33%
KFS
3041
Kelly Financial Services
Massachusetts
$85.8K +$9.35K +183 +12%
AWM
3042
AllSquare Wealth Management
New York
$85K – – –
VAMG
3043
Voisard Asset Management Group
Michigan
$83.9K +$84.9K +1,661 New
CWAF
3044
Core Wealth Advisors (Florida)
Florida
$81.1K – – –
CWC
3045
Carolinas Wealth Consulting
North Carolina
$78.6K +$613 +12 +0.8%
TVAMP
3046
Tennessee Valley Asset Management Partners
Tennessee
$78.3K +$79.2K +1,550 New
BFS
3047
Burkett Financial Services
South Carolina
$76K +$76.9K +1,505 New
GPFA
3048
Game Plan Financial Advisors
Ohio
$75.8K +$76.6K +1,500 New
CTWM
3049
Cherry Tree Wealth Management
Minnesota
$74.8K +$8.69K +170 +13%
EA
3050
Evolution Advisers
Virginia
$72K +$44.5K +871 +156%
120 121
122
123 124