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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
2476
Global Wealth Management Investment Advisory
Florida
$189K +$179 +3 +0.1%
SCA
2477
Stuart Chaussee & Associates
California
$186K
TVWM
2478
Tower View Wealth Management
Wisconsin
$185K +$96.2K +1,609 +108%
NG
2479
NWK Group
California
$179K
PP
2480
PrairieView Partners
Minnesota
$176K +$179 +3 +0.1%
SIAS
2481
Shine Investment Advisory Services
Colorado
$172K -$15.7K -263 -8%
C
2482
Certuity
Florida
$171K -$314K -5,244 -65%
CCA
2483
Column Capital Advisors
Indiana
$170K -$9.33K -156 -5%
APWM
2484
Atlas Private Wealth Management
New York
$168K +$12K +200 +8%
LF
2485
Lee Financial
Texas
$168K +$26.9K +450 +19%
IF
2486
Ironwood Financial
Arizona
$166K +$7.36K +123 +5%
CI
2487
CX Institutional
Indiana
$166K +$120K +2,010 +262%
CWM
2488
Cranbrook Wealth Management
Michigan
$165K
APC
2489
Aspire Private Capital
North Carolina
$164K +$51.2K +857 +46%
ACM
2490
AUA Capital Management
Pennsylvania
$163K -$44.8K -750 -22%
LFG
2491
LifePlan Financial Group
Ohio
$162K
SIS
2492
Sound Income Strategies
Florida
$162K +$60 +1 +0%
Kayne Anderson Rudnick Investment Management
2493
Kayne Anderson Rudnick Investment Management
California
$156K +$30.6K +511 +24%
SLF
2494
Sun Life Financial
Ontario, Canada
$155K -$1.97K -33 -1%
FMP
2495
Financial Management Professionals
Texas
$147K +$9.09K +152 +7%
CA
2496
Crewe Advisors
Utah
$144K
LWM
2497
Lenox Wealth Management
Ohio
$142K
TCCM
2498
Timber Creek Capital Management
Massachusetts
$138K -$19.4K -325 -12%
WB
2499
West Bancorporation
Iowa
$138K
WLPWM
2500
Walled Lake Planning & Wealth Management
Illinois
$137K -$2.21K -37 -2%