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Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
2926
New Wave Wealth Advisors
Arkansas
$168K +$170K +763 New
MAM
2927
Marquette Asset Management
Minnesota
$168K -$19.4K -87 -10%
JFGIW
2928
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K +$20K +90 +16%
FFA
2929
Fairfield Financial Advisors
Massachusetts
$164K -$1.34K -6 -0.8%
HNW
2930
High Note Wealth
Minnesota
$163K +$165K +743 New
FFA
2931
Frazier Financial Advisors
Ohio
$161K
RS
2932
Rakuten Securities
Japan
$161K +$35.2K +158 +28%
CCA
2933
Catalyst Capital Advisors
New York
$160K -$150K -672 -48%
SWM
2934
Sanctuary Wealth Management
Idaho
$157K +$12.2K +55 +8%
BL
2935
BFSG LLC
California
$154K -$41.2K -185 -21%
GCM
2936
GKV Capital Management
California
$154K +$156K +700 New
WA
2937
WPG Advisers
Maryland
$153K +$155K +694 New
FMP
2938
Financial Management Professionals
Texas
$151K +$7.79K +35 +5%
CSWM
2939
Cassady Schiller Wealth Management
Ohio
$148K +$10.5K +47 +7%
AWM
2940
Abound Wealth Management
Tennessee
$148K +$4.68K +21 +3%
VCM
2941
Versant Capital Management
Arizona
$141K +$68.6K +308 +92%
SPF
2942
South Plains Financial
Texas
$138K +$140K +627 New
MDA
2943
Minot DeBlois Advisors
Massachusetts
$137K +$139K +625 New
FCT
2944
First Community Trust
Iowa
$136K
PWMA
2945
Pension & Wealth Management Advisors
Massachusetts
$135K +$223 +1 +0.2%
CCM
2946
Cutler Capital Management
Massachusetts
$134K
GJIA
2947
Glass Jacobson Investment Advisors
Maryland
$132K +$4.9K +22 +4%
PAM
2948
Paradigm Asset Management
New York
$132K -$1.96M -8,800 -94%
BCM
2949
Blume Capital Management
California
$132K
T
2950
Transce3nd
Texas
$129K +$131K +587 New