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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Abound Wealth Management
Tennessee
$16.7K +$2.5K +17 +17%
TFS
1127
TrustCore Financial Services
Tennessee
$16.7K +$2.94K +20 +21%
CAL
1128
Capital Advisors Ltd
Ohio
$16K -$72.4K -493 -81%
TSWM
1129
Tyler-Stone Wealth Management
Ohio
$16K
ADL
1130
Asset Dedication LLC
California
$16K +$294 +2 +2%
SIM
1131
Studio Investment Management
Illinois
$15K +$15.1K +103 New
GC
1132
Gould Capital
Washington
$14.7K +$441 +3 +3%
CAS
1133
Coppell Advisory Solutions
Texas
$13.7K +$13.8K +94 New
CASC
1134
Coppell Advisory Solutions Corp
Texas
$13.7K +$13.8K +94 New
GCM
1135
Gables Capital Management
Florida
$13.1K
CS
1136
Comerica Securities
Michigan
$12.9K +$12.9K +88 New
TFM
1137
TFC Financial Management
Massachusetts
$12.7K
EIM
1138
Essex Investment Management
Massachusetts
$12K
FMP
1139
Financial Management Professionals
Texas
$12K
SC
1140
Steph & Co
Wisconsin
$12K
OIS
1141
Okabena Investment Services
Minnesota
$11.6K
AWM
1142
AllSquare Wealth Management
New York
$11.1K
Loomis, Sayles & Company
1143
Loomis, Sayles & Company
Massachusetts
$11K +$2.06K +14 +23%
Cohen & Steers
1144
Cohen & Steers
New York
$11K +$3.67K +25 +46%
PCM
1145
Penserra Capital Management
California
$11K +$3.82K +26 +48%
CSPIA
1146
Cary Street Partners Investment Advisory
Virginia
$10.9K -$7.35K -50 -40%
ATC
1147
Adirondack Trust Company
New York
$10.9K
GTAM
1148
Global Trust Asset Management
Florida
$10.6K -$4.11K -28 -28%
QL
1149
Quarry LP
New York
$10.5K +$10.6K +72 New
OAJ
1150
Ogorek Anthony Joseph
New York
$10K