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Name Holding Trade Value Shares
Change
Change in
Stake
IPS
4226
Investors Portfolio Services
Washington
$49.3K +$2.01K +11 +5%
CA
4227
Centerpoint Advisors
Massachusetts
$49K -$91.2K -500 -68%
1L
4228
10Elms LLP
Oklahoma
$47.6K +$5.47K +30 +15%
KCM
4229
Key Capital Management
Tennessee
$46.8K +$23.2K +127 +128%
TWM
4230
TopTier Wealth Management
Wisconsin
$46.1K +$40.7K +223 New
LWMI
4231
Legacy Wealth Management (Idaho)
Idaho
$45.5K +$18.1K +99 +82%
SFCL
4232
Strengthening Families & Communities LLC
Massachusetts
$44.1K +$38.8K +213 New
NWM
4233
Navigoe Wealth Management
California
$44K – – –
DSC
4234
Daytona Street Capital
Missouri
$43.7K -$12.2K -67 -23%
KG
4235
Kilter Group
New York
$43.3K +$13.1K +72 +52%
APW
4236
Atlantic Private Wealth
North Carolina
$43.3K – – –
FCG
4237
Financial Connections Group
California
$43K +$21.7K +119 +129%
EA
4238
Evolution Advisers
Virginia
$42K +$19.1K +105 +105%
NI
4239
NCP Inc
California
$41.4K -$35.7K -196 -49%
CWP
4240
Clark Wealth Partners
Illinois
$40.7K +$5.11K +28 +17%
PP
4241
Paladin Partners
Wisconsin
$37.9K – – –
BHWM
4242
Bay Harbor Wealth Management
Maryland
$37.4K +$10K +55 +44%
PFO
4243
Pioneer Family Office
Florida
$37.2K – – –
RWPA
4244
Richard W. Paul & Associates
Michigan
$36.6K +$4.01K +22 +14%
RWS
4245
Retirement Wealth Solutions
Wisconsin
$35.7K +$14.2K +78 +82%
BDPWM
4246
Barnes Dennig Private Wealth Management
Ohio
$35.6K – – –
NL
4247
NorthAvenue LLC
Ohio
$35.6K +$31.4K +172 New
BCM
4248
Basso Capital Management
Connecticut
$35.2K -$1.64K -9 -5%
SC
4249
Swan Capital
Florida
$35K -$203K -1,113 -87%
PCM
4250
Penserra Capital Management
California
$34K – – –