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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
3601
JCIC Asset Management
Ontario, Canada
$80.7K – – –
HAP
3602
Harbor Asset Planning
Massachusetts
$80.4K – – –
T
3603
Tidemark
California
$79.5K +$2.74K +35 +4%
VWA
3604
Valued Wealth Advisors
Utah
$78.4K +$11.4K +145 +17%
YDMI
3605
Y.D. More Investments
Israel
$78.4K -$49.9K -637 -39%
RJA
3606
Ross\Johnson & Associates
Minnesota
$78.1K -$157 -2 -0.2%
ETS
3607
ESL Trust Services
New York
$77.6K – – –
DAM
3608
Davis Asset Management
California
$77.6K +$78.3K +1,000 New
1L
3609
10Elms LLP
Oklahoma
$77.4K +$78K +997 New
P
3610
Palladiem
Pennsylvania
$76.8K +$391 +5 +0.5%
BCM
3611
Boreal Capital Management
Florida
$76.6K – – –
RF
3612
Robbins Farley
New Hampshire
$76.5K – – –
DWS
3613
Dynamic Wealth Strategies
California
$76.4K -$9.71K -124 -11%
AIM
3614
Adapt Investment Managers
Switzerland
$76.1K +$76.8K +981 New
LIA
3615
Limestone Investment Advisors
New York
$75.3K +$75.9K +970 New
S
3616
Sachetta
Massachusetts
$75.2K -$7.2K -92 -9%
AWA
3617
Acumen Wealth Advisors
Tennessee
$74K -$2.74K -35 -4%
CWIG
3618
Chung Wu Investment Group
Texas
$72.2K – – –
T
3619
TOBAM
France
$72K -$1.39M -17,797 -95%
Q1WB
3620
Quest 10 Wealth Builders
Virginia
$71.5K +$34.4K +439 +91%
AI
3621
AXS Investments
New York
$69.7K -$9.79K -125 -12%
MFT
3622
Moisand Fitzgerald Tamayo
Florida
$68.7K – – –
CMA
3623
Cedar Mountain Advisors
Oregon
$68.3K +$32.3K +412 +88%
BIM
3624
Breakwater Investment Management
Washington
$68.1K -$48.2K -616 -41%
CWM
3625
Copia Wealth Management
Oregon
$67.9K – – –