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Name Holding Trade Value Shares
Change
Change in
Stake
EW
1351
Evoke Wealth
California
$191K +$59.8K +216 +42%
PWPS
1352
Pinnacle Wealth Planning Services
Ohio
$191K +$205K +739 New
SC
1353
Skylands Capital
Wisconsin
$182K -$540K -1,950 -74%
HWA
1354
HHM Wealth Advisors
Tennessee
$181K -$140K -507 -42%
IAS
1355
IMA Advisory Services
Colorado
$178K -$4.16K -15 -2%
GRP
1356
Global Retirement Partners
California
$174K +$6.65K +24 +4%
CA
1357
Crewe Advisors
Utah
$173K +$61.8K +223 +50%
MAWCM
1358
Mine & Arao Wealth Creation & Management
California
$170K
CFG
1359
CKW Financial Group
Hawaii
$169K -$96.9K -350 -35%
CFD
1360
Creative Financial Designs
Indiana
$163K -$1.7M -6,132 -91%
HI
1361
Hudock Inc
Pennsylvania
$163K +$87.2K +315 +100%
JMF
1362
Johnson Midwest Financial
Iowa
$163K +$174K +627 New
MHR
1363
Matthew Hamilton Rosenberg
$161K
PWMG
1364
Prestige Wealth Management Group
New Jersey
$156K +$21.3K +77 +15%
SAS
1365
Stelac Advisory Services
New York
$153K +$163K +590 New
RFA
1366
Reilly Financial Advisors
California
$147K -$27.7K -100 -15%
RE
1367
RBC Europe
United Kingdom
$147K +$21.3K +77 +16%
PCM
1368
Penserra Capital Management
California
$133K -$330K -1,192 -70%
AI
1369
ArchPoint Investors
Florida
$130K
HCM
1370
Highlander Capital Management
New Jersey
$130K
LGA
1371
Lebenthal Global Advisors
New York
$128K +$137K +494 New
FFA
1372
Freedman Financial Associates
Massachusetts
$127K +$136K +491 New
LC
1373
Lindbrook Capital
California
$120K +$2.22K +8 +2%
HI
1374
Human Investing
Oregon
$119K +$87.8K +317 +226%
CI
1375
CX Institutional
Indiana
$118K +$9.69K +35 +8%