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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
2526
Albion Financial Group
Utah
$182K +$190K +3,234 New
CA
2527
Centerpoint Advisors
Massachusetts
$178K +$15.7K +267 +9%
JMF
2528
Johnson Midwest Financial
Iowa
$177K +$6.34K +108 +4%
Cohen & Steers
2529
Cohen & Steers
New York
$173K
SIS
2530
Sound Income Strategies
Florida
$172K -$52.8K -899 -23%
PWMG
2531
Prestige Wealth Management Group
New Jersey
$163K -$23.8K -405 -12%
WPA
2532
West Paces Advisors
Georgia
$161K -$77.9K -1,328 -32%
T
2533
TOBAM
France
$159K -$41.1K -701 -20%
PO
2534
Private Ocean
California
$159K -$2.64K -45 -2%
PMA
2535
Prudent Man Advisors
Illinois
$159K
EWM
2536
Elmwood Wealth Management
California
$157K -$3.17K -54 -2%
WLPWM
2537
Walled Lake Planning & Wealth Management
Illinois
$156K +$27.5K +468 +20%
CWM
2538
Cranbrook Wealth Management
Michigan
$155K
PWP
2539
Personal Wealth Partners
Minnesota
$153K +$160K +2,718 New
DWA
2540
Dougherty Wealth Advisers
Minnesota
$152K +$58.7K +1,000 +58%
CCA
2541
Column Capital Advisors
Indiana
$150K +$66.4K +1,131 +73%
MAM
2542
McCarthy Asset Management
California
$146K +$7.92K +135 +5%
JWA
2543
JFS Wealth Advisors
Pennsylvania
$146K +$36.1K +615 +31%
NICM
2544
Neo Ivy Capital Management
New York
$146K +$152K +2,596 New
PP
2545
PrairieView Partners
Minnesota
$144K -$58.5K -997 -28%
IHWM
2546
Iron Horse Wealth Management
Iowa
$144K +$11.7K +200 +8%
TC
2547
Tacita Capital
Ontario, Canada
$140K -$61.6K -1,050 -30%
MS
2548
Mizuho Securities
Japan
$138K -$301K -5,129 -68%
CFG
2549
CKW Financial Group
Hawaii
$138K +$22.4K +381 +18%
VC
2550
Vestor Capital
Illinois
$134K +$5.87K +100 +4%