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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4051
HighMark Wealth Management
Minnesota
$75.1K -$4.03K -11 -5%
MAM
4052
Meeder Asset Management
Ohio
$74K -$658K -1,796 -89%
HHMI
4053
Howard Hughes Medical Institute
Maryland
$73.6K – – –
HWM
4054
Horizons Wealth Management
North Carolina
$70.5K – – –
RPA
4055
Redwood Park Advisors
California
$70.3K -$23.8K -65 -24%
GJIA
4056
Glass Jacobson Investment Advisors
Maryland
$68.9K – – –
SSG
4057
Summit Securities Group
New York
$68.8K -$856K -2,336 -92%
MBFW
4058
Morton Brown Family Wealth
Pennsylvania
$67.3K +$56.8K +155 +388%
TWD
4059
True Wealth Design
Ohio
$67.2K -$20.9K -57 -23%
JWM
4060
Jessup Wealth Management
Ohio
$65.7K +$70K +191 New
WA
4061
Walsh & Associates
Florida
$65.4K +$69.6K +190 New
TLA
4062
Tanglewood Legacy Advisors
Texas
$63.7K – – –
IIM
4063
IFC & Insurance Marketing
California
$63K +$66.7K +182 New
CFO
4064
Capitol Family Office
Oregon
$63K – – –
EF
4065
Entrust Financial
Pennsylvania
$62.3K +$66.3K +181 New
BGC
4066
Beutel, Goodman & Co
Ontario, Canada
$62K – – –
CWM
4067
Copia Wealth Management
Oregon
$60.9K -$10.3K -28 -14%
LWMI
4068
Legacy Wealth Management (Idaho)
Idaho
$60.6K +$31.9K +87 +98%
BFS
4069
Bare Financial Services
Pennsylvania
$58.5K – – –
BCM
4070
Basso Capital Management
Connecticut
$58.5K +$62.3K +170 New
WFA
4071
West Financial Advisors
Iowa
$55.7K – – –
SR
4072
Swiss Re
Switzerland
$55.7K +$59.3K +162 New
GK
4073
Graney & King
New York
$55.3K – – –
LFASL
4074
Lugano Financial Advisors SA (LFA)
Switzerland
$53.7K +$25.3K +69 +79%
A
4075
AlphaQuest
New York
$53K -$664K -1,813 -92%
161 162
163
164 165