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Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
3251
Smallwood Wealth Investment Management
New Jersey
$105K
CWM
3252
Cranbrook Wealth Management
Michigan
$105K -$30.1K -432 -22%
MDA
3253
Minot DeBlois Advisors
Massachusetts
$103K -$10.5K -150 -9%
WCMN
3254
Westchester Capital Management (Nebraska)
Nebraska
$101K
KAS
3255
Kemnay Advisory Services
New York
$98.2K +$97.9K +1,405 New
GA
3256
GoalVest Advisory
New York
$95.3K +$41.2K +591 +77%
TM
3257
Torren Management
California
$91.8K +$91.5K +1,312 New
PCTC
3258
Perkins Coie Trust Company
Washington
$91.4K +$2.93K +42 +3%
ICM
3259
Islay Capital Management
Texas
$90.9K
CT
3260
Coastline Trust
Rhode Island
$90.3K
BC
3261
Bayforest Capital
United Kingdom
$90K +$89.8K +1,288 New
RWM
3262
Rialto Wealth Management
New York
$90K +$2.86K +41 +3%
SC
3263
Stephens Consulting
Michigan
$89.8K +$30.3K +435 +51%
DF
3264
Dunhill Financial
United Kingdom
$89.4K +$6.48K +93 +8%
TLA
3265
Tanglewood Legacy Advisors
Texas
$86.5K +$17K +244 +25%
FFL
3266
Financial Freedom LLC
Ohio
$86.5K +$976 +14 +1%
RPA
3267
Redwood Park Advisors
California
$86.4K -$349 -5 -0.4%
CCMW
3268
Cypress Capital Management (Wyoming)
Wyoming
$85.2K +$7.04K +101 +9%
SC
3269
Sawyer & Company
Massachusetts
$84.5K
CWIG
3270
Chung Wu Investment Group
Texas
$83.9K
ACA
3271
American Capital Advisory
Idaho
$83.8K +$2.44K +35 +3%
MS
3272
Monetary Solutions
Ohio
$83.5K +$83.3K +1,195 New
AWM
3273
Abound Wealth Management
Tennessee
$83.3K +$906 +13 +1%
MAS
3274
MPWM Advisory Solutions
Georgia
$81.4K +$70 +1 +0.1%
UOTTAIMCU
3275
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$77.5K -$3.07M -44,017 -98%