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Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1101
Planning Capital Management Corporation
Pennsylvania
$7.33K +$7.89K +16 New
HFM
1102
Harvest Fund Management
China
$7K -$130K -263 -94%
HWM
1103
HighMark Wealth Management
Minnesota
$5.95K -$1.48K -3 -19%
OLVIG
1104
Oliver Lagore Vanvalin Investment Group
Michigan
$5.49K -$242K -490 -98%
Kayne Anderson Rudnick Investment Management
1105
Kayne Anderson Rudnick Investment Management
California
$5.49K +$493 +1 +9%
APC
1106
Aspire Private Capital
North Carolina
$5.49K
VWA
1107
Valued Wealth Advisors
Utah
$5.37K +$5.42K +11 New
RWM
1108
Raffa Wealth Management
District of Columbia
$5.04K
Jones Financial Companies
1109
Jones Financial Companies
Missouri
$5.04K +$3.94K +8 +267%
AFWM
1110
Abich Financial Wealth Management
Virginia
$5.04K +$5.42K +11 New
MBFW
1111
Morton Brown Family Wealth
Pennsylvania
$4.58K
BWL
1112
Bogart Wealth LLC
Virginia
$4.12K +$4.44K +9 New
CMP
1113
Coston McIsaac & Partners
Maine
$4K
SWA
1114
SOA Wealth Advisors
New York
$3.68K
CCM
1115
Chilton Capital Management
Texas
$3.66K +$3.94K +8 New
FFA
1116
First Foundation Advisors
California
$3.66K -$276K -560 -99%
LFASL
1117
Lugano Financial Advisors SA (LFA)
Switzerland
$3.66K +$3.94K +8 New
DF
1118
Dunhill Financial
United Kingdom
$3.63K +$3.94K +8 New
CBT
1119
CoreFirst Bank & Trust
Kansas
$3.21K
AWM
1120
Able Wealth Management
New Jersey
$3.21K +$3.45K +7 New
FPB
1121
First PREMIER Bank
South Dakota
$3K +$2.96K +6 New
LIWM
1122
Long Island Wealth Management
New York
$3K +$2.96K +6 New
SIS
1123
Strategic Investment Solutions
Illinois
$2.89K -$183K -372 -98%
TCA
1124
Trifecta Capital Advisors
Illinois
$2.75K
SIC
1125
SJS Investment Consulting
Ohio
$2.75K +$493 +1 +20%