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Name Holding Trade Value Shares
Change
Change in
Stake
LS
2251
Livforsakringsbolaget Skandia
Sweden
$163K – – –
SIS
2252
Strategic Investment Solutions
Illinois
$162K – – –
SA
2253
SRH Advisors
Kansas
$157K – – –
NCM
2254
Northwest Capital Management
Oregon
$156K +$151K +1,168 New
MA
2255
MCF Advisors
Kentucky
$155K +$6.58K +51 +5%
BFPW
2256
BOK Financial Private Wealth
Colorado
$154K – – –
BAAM
2257
Baker Avenue Asset Management
California
$154K +$16.3K +126 +12%
HCM
2258
Hollencrest Capital Management
California
$154K +$23.2K +180 +19%
KC
2259
Kenfarb & Co
Kentucky
$147K – – –
JEST
2260
JTC Employer Solutions Trustee
Jersey
$147K – – –
PK
2261
Pflug Koory
Nebraska
$144K – – –
C
2262
Covestor
United Kingdom
$142K +$17.3K +134 +14%
FFL
2263
Financial Freedom LLC
Ohio
$142K +$1.29K +10 +1%
RA
2264
Rise Advisors
New York
$141K -$16.6K -129 -11%
FCMT
2265
Founders Capital Management (Texas)
Texas
$141K – – –
GWSA
2266
Global Wealth Strategies & Associates
Colorado
$141K – – –
PFG
2267
Piershale Financial Group
Illinois
$141K – – –
VC
2268
Vestor Capital
Illinois
$137K – – –
RDFA
2269
Ritter Daniher Financial Advisory
Ohio
$131K – – –
LWA
2270
Lowe Wealth Advisors
Maryland
$131K -$3.23K -25 -2%
CTWM
2271
Cherry Tree Wealth Management
Minnesota
$129K +$124K +963 New
RG
2272
Retirement Group
California
$128K -$5.55K -43 -4%
GPI
2273
General Partner Inc
Pennsylvania
$127K – – –
GWSG
2274
GPS Wealth Strategies Group
Colorado
$127K -$10.2K -79 -8%
MSE
2275
MUFG Securities EMEA
United Kingdom
$126K -$114K -887 -48%