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Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
3276
Western Pacific Wealth Management
Illinois
$56.3K -$47.9K -149 -44%
SWM
3277
Sanctuary Wealth Management
Idaho
$54.7K -$1.61K -5 -3%
GWMI
3278
Guardian Wealth Management (Illinois)
Illinois
$54K +$322 +1 +0.6%
NMG
3279
New Millennium Group
Utah
$52.1K +$322 +1 +0.6%
YAL
3280
Your Advocates Ltd
Texas
$49.9K +$6.11K +19 +13%
QL
3281
Quarry LP
New York
$49.9K +$53.1K +165 New
GM
3282
GeoWealth Management
Illinois
$49K +$28.6K +89 +124%
CIR
3283
Clear Investment Research
Georgia
$48.3K – – –
RG
3284
Retirement Group
California
$48K -$13.5K -42 -21%
MLA
3285
MB, Levis & Associates
Pennsylvania
$46.5K +$322 +1 +0.7%
CWAF
3286
Core Wealth Advisors (Florida)
Florida
$45.9K -$74.9K -233 -61%
GAG
3287
Goodman Advisory Group
Massachusetts
$45.9K – – –
SC
3288
Skylands Capital
Wisconsin
$45.3K -$8.04K -25 -14%
AFIA
3289
America First Investment Advisors
Nebraska
$45.3K – – –
JMF
3290
Johnson Midwest Financial
Iowa
$45.3K – – –
BFP
3291
Briaud Financial Planning
Texas
$41K +$44.1K +137 New
WAS
3292
Winch Advisory Services
Wisconsin
$40K -$7.08K -22 -14%
IFAM
3293
Institutional & Family Asset Management
Colorado
$38.6K – – –
BWS
3294
Buck Wealth Strategies
Colorado
$37.1K – – –
BCM
3295
Birch Capital Management
Texas
$36.7K – – –
CCC
3296
Chelsea Counsel Company
California
$36.6K -$64.3K -200 -62%
SIM
3297
Studio Investment Management
Illinois
$34.1K +$3.54K +11 +11%
RDIA
3298
RE Dickinson Investment Advisors
Iowa
$32K +$34.1K +106 New
NC
3299
NewSquare Capital
Pennsylvania
$31.8K -$4.5K -14 -12%
Marshall Wace
3300
Marshall Wace
United Kingdom
$30.2K -$286K -890 -90%