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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
201
Bartlett & Co Wealth Management
Ohio
$14.6K
WIM
202
Westside Investment Management
California
$9.46K
BTI
203
Blue Trust Inc
Georgia
$9K
HFS
204
Hantz Financial Services
Michigan
$8K +$7.21K +1,050 New
WPWM
205
Western Pacific Wealth Management
Illinois
$7.28K
CWA
206
Carolina Wealth Advisors
South Carolina
$6.92K +$6.52K +950 New
Caisse de Depot et Placement du Quebec (CDPQ)
207
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.86K -$446K -65,034 -99%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$6K -$2.07K -302 -26%
Wells Fargo
209
Wells Fargo
California
$5.91K -$108K -15,757 -95%
CIM
210
Contravisory Investment Management
Massachusetts
$5.46K +$5.15K +750 New
TAM
211
Tucker Asset Management
Colorado
$4.94K +$4.66K +679 New
GWS
212
Glassman Wealth Services
Virginia
$4.21K -$1.76K -257 -31%
CSB
213
City State Bank
Iowa
$4K
HPC
214
HM Payson & Co
Maine
$3.73K
BWA
215
BDO Wealth Advisors
Florida
$3.64K
AF
216
Allworth Financial
California
$3.53K
BFA
217
BBJS Financial Advisors
Washington
$2.91K -$1.37K -200 -33%
CFD
218
Creative Financial Designs
Indiana
$2.91K
GFPC
219
Global Financial Private Client
Florida
$2.53K
TWC
220
TD Waterhouse Canada
Ontario, Canada
$2.17K -$1.72K -250 -45%
TFGT
221
TS Financial Group (TSFG)
Illinois
$2K
HF
222
Halpern Financial
Virginia
$1.82K
IFAM
223
Institutional & Family Asset Management
Colorado
$1.2K
BAM
224
Belpointe Asset Management
Nevada
$1.19K
BCV
225
Banque Cantonale Vaudoise
Switzerland
$1K