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Name Holding Trade Value Shares
Change
Change in
Stake
CM
3376
Capula Management
Cayman Islands
$122K +$124K +779 New
MSFP
3377
Mark Sheptoff Financial Planning
Connecticut
$117K +$7.18K +45 +6%
PWMG
3378
Prestige Wealth Management Group
New Jersey
$115K -$63.1K -396 -35%
PG
3379
Proffitt & Goodson
Tennessee
$114K +$10K +63 +9%
FWA
3380
FSC Wealth Advisors
New York
$114K +$6.06K +38 +6%
FDCP
3381
Foster Dykema Cabot & Partners
Massachusetts
$114K +$39.9K +250 +52%
JWM
3382
Jupiter Wealth Management
Colorado
$112K -$431K -2,700 -79%
UIA
3383
Ulland Investment Advisors
Minnesota
$112K – – –
IRAG
3384
Investment Research & Advisory Group
Georgia
$110K – – –
HWM
3385
HighMark Wealth Management
Minnesota
$110K -$2.07K -13 -2%
MIM
3386
Macroview Investment Management
Maryland
$105K -$1.28K -8 -1%
HWP
3387
Highline Wealth Partners
California
$104K +$40.5K +254 +62%
CTWM
3388
Cherry Tree Wealth Management
Minnesota
$102K -$2.39K -15 -2%
NA
3389
Nordwand Advisors
Pennsylvania
$101K – – –
FC
3390
Fairscale Capital
New Hampshire
$99.9K +$101K +633 New
CMP
3391
Coston McIsaac & Partners
Maine
$98K – – –
WCM
3392
Westend Capital Management
California
$97.5K -$20.6K -129 -17%
MCM
3393
MidAtlantic Capital Management
Virginia
$96.8K – – –
LWA
3394
Lowe Wealth Advisors
Maryland
$96.7K -$19.1K -120 -16%
Cohen & Steers
3395
Cohen & Steers
New York
$96K -$8.64M -54,183 -99%
T
3396
TOBAM
France
$94K -$185K -1,162 -66%
SC
3397
Swan Capital
Florida
$93.4K +$95.2K +597 New
OCM
3398
Orion Capital Management
California
$93.1K – – –
CPG
3399
Cornerstone Planning Group
New Jersey
$90.8K -$189K -1,185 -65%
TCM
3400
Tradewinds Capital Management
Washington
$90.1K -$7.81K -49 -8%