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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1351
Bruce G. Allen Investments
Colorado
$18K +$7.21K +34 +77%
Cohen & Steers
1352
Cohen & Steers
New York
$18K – – –
AWM
1353
AllSquare Wealth Management
New York
$17.5K – – –
EWP
1354
Elevation Wealth Partners
California
$17.3K – – –
ATC
1355
Adirondack Trust Company
New York
$17.3K – – –
SC
1356
Steph & Co
Wisconsin
$17.1K – – –
FMP
1357
Financial Management Professionals
Texas
$17K +$636 +3 +4%
GTAM
1358
Global Trust Asset Management
Florida
$16.9K – – –
TFA
1359
Transamerica Financial Advisors
Florida
$16K -$1.91K -9 -12%
BIA
1360
Bell Investment Advisors
California
$15.7K +$424 +2 +3%
FPFS
1361
First Personal Financial Services
North Carolina
$15.5K -$13.8K -65 -49%
AWM
1362
Abound Wealth Management
Tennessee
$14.9K +$636 +3 +5%
DWM
1363
Dogwood Wealth Management
Kansas
$14.8K – – –
SWM
1364
Sugarloaf Wealth Management
Georgia
$14.1K -$22.1K -104 -63%
FWM
1365
FSA Wealth Management
Massachusetts
$14.1K – – –
GJIA
1366
Glass Jacobson Investment Advisors
Maryland
$13.9K – – –
IFAM
1367
Institutional & Family Asset Management
Colorado
$12K – – –
WWM
1368
Wolff Wiese Magana
California
$12K – – –
NOI
1369
Newton One Investments
Delaware
$11.7K +$212 +1 +2%
JFGIW
1370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.6K – – –
PWMG
1371
Prestige Wealth Management Group
New Jersey
$11.6K – – –
RWM
1372
Raffa Wealth Management
District of Columbia
$11.5K – – –
GBT
1373
Grove Bank & Trust
Florida
$10.9K – – –
CFD
1374
Creative Financial Designs
Indiana
$10.6K -$21.2K -100 -68%
OA
1375
Operose Advisors
Wisconsin
$10.6K +$212 +1 +2%