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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2501
Bellwether Advisors
Nebraska
$24.4K
CTWM
2502
Cherry Tree Wealth Management
Minnesota
$24K +$6.69K +34 +40%
PMAM
2503
Picton Mahoney Asset Management
Ontario, Canada
$24K -$11K -56 -32%
PFG
2504
Putney Financial Group
California
$23K -$10.8K -55 -32%
CW
2505
Curio Wealth
Maryland
$22.9K -$26.6K -135 -99%
AF
2506
Atala Financial
California
$22.4K
PW
2507
Pandora Wealth
Illinois
$21.2K +$20.9K +106 New
PC
2508
Promus Capital
Illinois
$20.9K +$197 +1 +1%
RPA
2509
Redwood Park Advisors
California
$20.7K +$15.9K +81 +352%
HFS
2510
Hopwood Financial Services
Virginia
$20.6K
IWP
2511
IAG Wealth Partners
Wisconsin
$20.6K
GIM
2512
Gold Investment Management
Alberta, Canada
$20K
KHC
2513
Koesten Hirschmann & Crabtree
Kansas
$20K
EA
2514
Evolution Advisers
Virginia
$19K
1NWS
2515
1 North Wealth Services
Maryland
$18.2K +$17.9K +91 New
CWM
2516
CarsonAllaria Wealth Management
Illinois
$18.1K +$15.3K +78 +650%
PCM
2517
Penserra Capital Management
California
$18K -$539K -2,742 -97%
MFG
2518
Mendota Financial Group
Wisconsin
$17.4K +$6.89K +35 +67%
TTIC
2519
Tower Trust & Investment Company
Iowa
$17.3K +$16.9K +86 New
WAS
2520
Winch Advisory Services
Wisconsin
$17.3K
T
2521
Tidemark
California
$17.2K
GWS
2522
Greykasell Wealth Strategies
California
$17.1K +$16.9K +86 New
PWMG
2523
Prestige Wealth Management Group
New Jersey
$17K -$4.92K -25 -23%
BG
2524
Bollard Group
Massachusetts
$17K
GIS
2525
Grayhawk Investment Strategies
Alberta, Canada
$16.2K