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Name Holding Trade Value Shares
Change
Change in
Stake
T
2676
TCWP
Ohio
$173K +$174K +3,510 New
BHWM
2677
Beaird Harris Wealth Management
Texas
$169K -$108K -2,169 -39%
QT
2678
Quantbot Technologies
New York
$168K +$169K +3,409 New
CWM
2679
Cedar Wealth Management
California
$165K -$496 -10 -0.3%
LFG
2680
Larson Financial Group
Missouri
$164K -$2.68K -54 -2%
CWC
2681
Carolinas Wealth Consulting
North Carolina
$162K -$12.6K -255 -7%
TF
2682
TimeScale Financial
Massachusetts
$159K +$3.77K +76 +2%
EIP
2683
Ellis Investment Partners
Pennsylvania
$158K +$10.2K +206 +7%
SIS
2684
Sound Income Strategies
Florida
$157K +$1.54K +31 +1%
WPWM
2685
Western Pacific Wealth Management
Illinois
$156K -$116K -2,350 -43%
PWMG
2686
Prestige Wealth Management Group
New Jersey
$156K -$3.02K -61 -2%
AFG
2687
Albion Financial Group
Utah
$154K – – –
Cohen & Steers
2688
Cohen & Steers
New York
$153K – – –
WAM
2689
WFA Asset Management
Wisconsin
$152K +$25.6K +517 +20%
RCG
2690
Rock Creek Group
District of Columbia
$149K +$15.4K +311 +12%
SC
2691
Seldon Capital
California
$148K – – –
SPWG
2692
Sage Private Wealth Group
Illinois
$147K +$20.5K +414 +16%
CSIA
2693
Carl Stuart Investment Advisor
Texas
$145K +$145K +2,930 New
FMP
2694
Financial Management Professionals
Texas
$141K +$12.7K +257 +10%
OC
2695
Oakmont Corp
California
$139K +$139K +2,800 New
BAM
2696
Byrne Asset Management
New Jersey
$138K +$79.3K +1,600 +135%
CWM
2697
Cranbrook Wealth Management
Michigan
$135K -$4.76K -96 -3%
ACM
2698
AUA Capital Management
Pennsylvania
$135K – – –
CCA
2699
Column Capital Advisors
Indiana
$134K -$88K -1,776 -40%
SC
2700
Stephens Consulting
Michigan
$132K -$4.96K -100 -4%