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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3201
Bellevue Asset Management
Washington
$25.6K
LD
3202
Lipe & Dalton
New York
$25K
AWM
3203
Avondale Wealth Management
Texas
$24.9K -$13.7K -56 -36%
RWM
3204
Ruedi Wealth Management
Illinois
$24.9K
TCPG
3205
Trivant Custom Portfolio Group
California
$24.9K
LWMI
3206
Legacy Wealth Management (Idaho)
Idaho
$24.6K -$4.89K -20 -17%
EPIMS
3207
Evelyn Partners Investment Management Services
$23.6K -$33.5K -137 -59%
AAG
3208
Accordant Advisory Group
Maryland
$22.9K
MS
3209
Mizuho Securities
Japan
$22.4K +$22K +90 New
CCMI
3210
Creative Capital Management Investments
California
$21.6K -$6.36K -26 -23%
MIM
3211
Marshall Investment Management
Colorado
$21.6K +$21.3K +87 New
WAS
3212
Winch Advisory Services
Wisconsin
$21.2K -$8.81K -36 -30%
FIM
3213
FWL Investment Management
Texas
$21.1K -$6.12K -25 -23%
CWM
3214
Copia Wealth Management
Oregon
$21.1K
MMCM
3215
Murphy & Mullick Capital Management
New York
$20.4K +$2.45K +10 +14%
RWS
3216
Retirement Wealth Solutions
Wisconsin
$20.1K
HFS
3217
Horizon Financial Services
North Carolina
$19.9K
AIM
3218
Arcadia Investment Management
Michigan
$18.6K
RF
3219
Robinswood Financial
Washington
$18.5K
RJA
3220
Ross\Johnson & Associates
Minnesota
$17.4K +$245 +1 +1%
GWMI
3221
Guardian Wealth Management (Illinois)
Illinois
$17K -$245 -1 -1%
TWD
3222
True Wealth Design
Ohio
$16.7K +$6.12K +25 +60%
RPA
3223
Redwood Park Advisors
California
$16.4K
HWP
3224
Highline Wealth Partners
California
$14.9K +$7.09K +29 +94%
ITFISA
3225
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14.9K +$14.7K +60 New