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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
3201
Tradewinds Capital Management
Washington
$80.6K +$9.6K +55 +14%
CWM
3202
CarsonAllaria Wealth Management
Illinois
$76K +$349 +2 +0.5%
MCM
3203
Magnolia Capital Management
New York
$72K – – –
PFG
3204
Piershale Financial Group
Illinois
$71.8K +$69.8K +400 New
BSWA
3205
Bromfield Sneider Wealth Advisors
Massachusetts
$70K – – –
HIM
3206
Hillsdale Investment Management
Ontario, Canada
$67.3K – – –
WWP
3207
WR Wealth Planners
Missouri
$67K +$349 +2 +0.5%
MUMSS
3208
Mitsubishi UFJ Morgan Stanley Securities
Japan
$66K -$40.1K -230 -38%
DCM
3209
Disciplina Capital Management
Tennessee
$63.3K +$524 +3 +0.9%
WA
3210
Win Advisors
Florida
$63K +$5.24K +30 +9%
CM
3211
Cornerstone Management
Georgia
$61.7K – – –
KHC
3212
Koesten Hirschmann & Crabtree
Kansas
$61K +$59.3K +340 New
CDIA
3213
Capital Directions Investment Advisors
Georgia
$60.7K +$59K +338 New
RAM
3214
Riggs Asset Management
Pennsylvania
$58.7K – – –
NOI
3215
Newton One Investments
Delaware
$58.3K – – –
HC
3216
Hoese & Co
Minnesota
$58K – – –
BCPWM
3217
Bradley & Co Private Wealth Management
Florida
$57.4K – – –
YDMI
3218
Y.D. More Investments
Israel
$56K +$54.8K +314 New
GA
3219
GoalVest Advisory
New York
$55.8K – – –
DF
3220
DecisionPoint Financial
Arizona
$54.6K +$53K +304 New
OIS
3221
Okabena Investment Services
Minnesota
$53.8K – – –
OCM
3222
Orion Capital Management
California
$53K +$12.7K +73 +33%
CQS
3223
Credential Qtrade Securities
$51.5K -$17.8K -102 -26%
FCG
3224
Financial Connections Group
California
$49K – – –
GWSA
3225
Global Wealth Strategies & Associates
Colorado
$45.9K +$44.7K +256 New