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Name Holding Trade Value Shares
Change
Change in
Stake
AW
3526
Avion Wealth
Texas
$193K +$29.6K +81 +19%
PP
3527
PrairieView Partners
Minnesota
$192K – – –
AIM
3528
Access Investment Management
Georgia
$192K +$183K +500 New
CWM
3529
Cedar Wealth Management
California
$186K +$84.4K +231 +91%
MIFH
3530
Migdal Insurance & Financial Holdings
Israel
$183K -$29.8M -81,500 -99%
PP
3531
Paloma Partners
Connecticut
$179K -$1.37M -3,748 -89%
EFP
3532
EnRich Financial Partners
Wisconsin
$178K +$169K +463 New
MCA
3533
Maryland Capital Advisors
Maryland
$176K – – –
SRCM
3534
Signature Resources Capital Management
California
$174K – – –
BCM
3535
Blume Capital Management
California
$173K +$1.83K +5 +1%
FSWA
3536
Financial Synergies Wealth Advisors
Texas
$171K +$56.6K +155 +53%
EA
3537
Evolution Advisers
Virginia
$169K – – –
GA
3538
GoalVest Advisory
New York
$169K +$19K +52 +13%
C
3539
Covestor
United Kingdom
$165K +$5.12K +14 +3%
CTB
3540
Country Trust Bank
Illinois
$161K -$38.7K -106 -20%
BIA
3541
Bell Investment Advisors
California
$156K +$5.48K +15 +4%
EPW
3542
Evergreen Private Wealth
Colorado
$156K -$4.38K -12 -3%
T
3543
Tidemark
California
$156K +$4.75K +13 +3%
AA
3544
AlphaMark Advisors
Kentucky
$155K – – –
VWA
3545
Valued Wealth Advisors
Utah
$155K +$9.13K +25 +7%
DF
3546
DecisionPoint Financial
Arizona
$154K – – –
SAG
3547
Spotlight Asset Group
Illinois
$153K – – –
CAM
3548
Close Asset Management
United Kingdom
$150K -$8.77K -24 -6%
AWM
3549
AllSquare Wealth Management
New York
$144K – – –
DCBT
3550
Dakota Community Bank & Trust
North Dakota
$140K -$5.12K -14 -4%