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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
3101
Optimum Investment Advisors
Illinois
$93.3K
AWM
3102
AllSquare Wealth Management
New York
$93.1K
AT
3103
Arlington Trust
Alabama
$92.3K
BOJHT
3104
Bank of Jackson Hole Trust
Wyoming
$91K +$95.4K +1,462 New
CF
3105
Conquis Financial
California
$90K +$94.3K +1,445 New
IMC
3106
Investment Management Corporation
Virginia
$89.6K +$93.9K +1,439 New
WCMN
3107
Westchester Capital Management (Nebraska)
Nebraska
$83.8K -$17.6K -269 -17%
CM
3108
Capula Management
Cayman Islands
$83.1K +$87.1K +1,335 New
AWM
3109
Abound Wealth Management
Tennessee
$81.2K +$20K +307 +31%
ICM
3110
Islay Capital Management
Texas
$80.9K -$36.9K -565 -30%
MEG
3111
Millstone Evans Group
Colorado
$80.6K +$84.5K +1,294 New
PA
3112
PSI Advisors
Florida
$79.2K -$5.35K -82 -6%
CAM
3113
Clarity Asset Management
Iowa
$79.2K +$1.18K +18 +1%
SCA
3114
Stuart Chaussee & Associates
California
$79.1K
BAM
3115
Byrne Asset Management
New Jersey
$78.8K -$82.6K -1,265 Closed
CIAS
3116
CBIZ Investment Advisory Services
Ohio
$78.5K +$2.09K +32 +3%
FG
3117
Fairman Group
Pennsylvania
$78.3K
GP
3118
Greenline Partners
New York
$77.6K +$81.3K +1,246 New
IWP
3119
IAG Wealth Partners
Wisconsin
$75.5K +$52.5K +805 +198%
PWA
3120
Provenance Wealth Advisors
Florida
$75.5K
GWMI
3121
Guardian Wealth Management (Illinois)
Illinois
$75.3K +$522 +8 +0.7%
RPA
3122
Redwood Park Advisors
California
$75.3K +$78.9K +1,209 New
FFL
3123
Financial Freedom LLC
Ohio
$75.2K +$1.04K +16 +1%
SC
3124
Sawyer & Company
Massachusetts
$75K +$30K +460 +61%
FFWM
3125
Future Financial Wealth Management
Ohio
$74.8K -$51.6K -791 -40%