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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
926
North Star Investment Management
Illinois
$54.3K +$3.42K +16 +7%
TWD
927
True Wealth Design
Ohio
$52.7K +$11.8K +55 +28%
CMA
928
Cedar Mountain Advisors
Oregon
$52.7K +$54.1K +253 New
JSAM
929
J. Safra Asset Management
New York
$52.1K
MWA
930
Medallion Wealth Advisors
Connecticut
$52.1K
TFIPS
931
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.1K
PJC
932
Phillip James Consulting
Minnesota
$51K
CT
933
Coastline Trust
Rhode Island
$50.7K -$3.21K -15 -6%
NEWAS
934
N.E.W. Advisory Services
Wisconsin
$49.4K
CH
935
Cromwell Holdings
Wyoming
$49.2K +$1.71K +8 +4%
OCM
936
Orion Capital Management
California
$48.2K
WIM
937
Westside Investment Management
California
$46.8K
BAM
938
Bellevue Asset Management
Washington
$46.5K
GSEP
939
Golden State Equity Partners
California
$46.3K +$47.5K +222 New
TC
940
Truvestments Capital
Florida
$43.7K +$6.2K +29 +16%
CFSG
941
Community Financial Services Group
Vermont
$43.5K +$44.9K +210 New
CFO
942
CVA Family Office
Colorado
$43.1K +$31.4K +147 +245%
WTA
943
Washington Trust Advisors
Massachusetts
$41.7K -$42.8K -200 -50%
CAM
944
Costello Asset Management
Pennsylvania
$41.7K
VCM
945
Versant Capital Management
Arizona
$41.5K +$7.27K +34 +21%
CIAM
946
Caitong International Asset Management
Hong Kong
$41.3K -$43K -201 -50%
SGFG
947
Silver Grove Financial Group
New York
$40K +$41K +192 New
SWM
948
SHP Wealth Management
Massachusetts
$39.6K -$13.3K -62 -25%
M
949
MOTCO
Texas
$38.8K
GG
950
Gleason Group
Kentucky
$38.8K +$214 +1 +0.5%