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Name Holding Trade Value Shares
Change
Change in
Stake
TAP
3926
Tounjian Advisory Partners
Florida
$163K -$1.3M -6,997 -88%
PWM
3927
Proathlete Wealth Management
Florida
$162K – – –
W
3928
WealthCollab
Washington
$159K – – –
Twin Tree Management
3929
Twin Tree Management
Texas
$156K -$156K -837 -47%
RFG
3930
REAP Financial Group
Texas
$152K -$745 -4 -0.4%
AIM
3931
Axiom Investment Management
New York
$151K – – –
FFA
3932
Frazier Financial Advisors
Ohio
$149K -$931 -5 -0.6%
AA
3933
Addison Advisors
Vermont
$149K -$797K -4,280 -83%
SHIM
3934
Stone House Investment Management
Pennsylvania
$148K +$1.49K +8 +0.9%
WFA
3935
West Financial Advisors
Iowa
$147K – – –
MFS
3936
Montgomery Financial Services
Maryland
$147K +$165K +884 New
DCM
3937
Dorato Capital Management
Colorado
$145K +$12.5K +67 +9%
MAFA
3938
MJT & Associates Financial Advisory
Minnesota
$144K -$745 -4 -0.5%
CCAM
3939
Cascades Capital Asset Management
North Carolina
$140K -$34.2K -184 -18%
GCP
3940
Gill Capital Partners
Colorado
$138K +$17.9K +96 +13%
SVCP
3941
Silicon Valley Capital Partners
California
$137K -$69.1K -371 -31%
PG
3942
Proffitt & Goodson
Tennessee
$135K – – –
RWM
3943
Rialto Wealth Management
New York
$135K +$29.4K +158 +24%
CFM
3944
Cornerstone Financial Management
Massachusetts
$133K -$12.3K -66 -8%
AI
3945
AXS Investments
New York
$132K -$29.2K -157 -16%
QWM
3946
Quaker Wealth Management
New Jersey
$132K -$31.5K -169 -18%
CWM
3947
Cranbrook Wealth Management
Michigan
$131K -$12.7K -68 -8%
SNBOSCI
3948
Security National Bank of Sioux City Iowa
Iowa
$130K +$146K +782 New
CI
3949
Corient IA
Florida
$124K +$140K +750 New
C
3950
Covestor
United Kingdom
$122K -$19.4K -104 -12%