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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Avaii Wealth Management
Wisconsin
$130K -$78.9K -6,847 -39%
DCM
1202
DGS Capital Management
New Jersey
$130K +$125K +10,839 New
CFS
1203
Commonwealth Financial Services
West Virginia
$129K +$125K +10,816 New
PWM
1204
Partners Wealth Management
California
$129K -$38.3K -3,323 -24%
AF
1205
Arrow Financial
New York
$129K +$3.21K +279 +3%
CIAS
1206
Capital Investment Advisory Services
North Carolina
$128K -$21.5K -1,868 -15%
LWL
1207
Leo Wealth LLC
Texas
$128K -$48.3K -4,196 -28%
WWC
1208
Waypoint Wealth Counsel
Georgia
$127K -$1.42K -123 -1%
CFG
1209
Chapman Financial Group
Hawaii
$127K
OL
1210
OneFund LLC
Florida
$127K +$4.37K +379 +4%
VWM
1211
Venturi Wealth Management
Texas
$127K -$3.62K -314 -3%
VA
1212
Valmark Advisers
Ohio
$127K +$4.17K +362 +4%
PRTG
1213
Post Resch Tallon Group
New York
$127K
AMM
1214
American Money Management
California
$126K -$16.9K -1,468 -12%
HCMT
1215
Highland Capital Management (Tennessee)
Tennessee
$126K
BFM
1216
Boothbay Fund Management
New York
$125K +$121K +10,469 New
CWM
1217
Crowley Wealth Management
Delaware
$125K
KCP
1218
Kera Capital Partners
California
$125K +$120K +10,444 New
JWM
1219
Jessup Wealth Management
Ohio
$125K +$1.03K +89 +0.9%
EHC
1220
Everett Harris & Co
California
$125K
SRL
1221
Scientech Research LLC
New Jersey
$124K +$119K +10,339 New
FP
1222
Financial Perspectives
Minnesota
$123K -$81 -7 -0.1%
SFG
1223
Seamount Financial Group
Colorado
$123K -$7.69K -667 -6%
WF
1224
Wayfinding Financial
Washington
$123K +$1.24K +108 +1%
SCA
1225
Stonebridge Capital Advisors
Minnesota
$123K -$46.1K -4,000 -28%