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Name Holding Trade Value Shares
Change
Change in
Stake
S
3301
Sachetta
Massachusetts
$63.9K -$246K -3,531 -79%
DMIC
3302
Dixon Mitchell Investment Counsel
British Columbia, Canada
$63.6K -$42.6K -611 -40%
GFA
3303
Godfrey Financial Associates
New York
$63.4K +$63.2K +907 New
WAG
3304
Wilkerson Advisory Group
Missouri
$62.9K +$62.7K +900 New
SR
3305
Swiss Re
Switzerland
$62.5K +$62.3K +894 New
MAFA
3306
MJT & Associates Financial Advisory
Minnesota
$61.6K
OCM
3307
Osterweis Capital Management
California
$61K -$5.86K -84 -9%
GAMC
3308
Garner Asset Management Corp
Texas
$60.8K +$60.6K +870 New
HWM
3309
HighMark Wealth Management
Minnesota
$60.7K -$4.81K -69 -7%
CW
3310
CrossGen Wealth
North Carolina
$60.3K +$60.1K +862 New
AFC
3311
Ares Financial Consulting
California
$60.1K +$60K +860 New
NL
3312
NVWM LLC
Pennsylvania
$58.7K -$24K -344 -29%
HHMI
3313
Howard Hughes Medical Institute
Maryland
$58.4K +$209 +3 +0.4%
HNW
3314
High Note Wealth
Minnesota
$57.4K -$7.67K -110 -12%
T
3315
Tidemark
California
$57.1K +$697 +10 +1%
MFC
3316
Mechanics Financial Corp
Ohio
$55.9K -$12.5K -180 -18%
BDPWM
3317
Barnes Dennig Private Wealth Management
Ohio
$55.9K -$5.23K -75 -9%
PW
3318
Pandora Wealth
Illinois
$55.3K
GIM
3319
Gold Investment Management
Alberta, Canada
$54.9K +$558 +8 +1%
MAM
3320
Marquette Asset Management
Minnesota
$54.8K +$26.1K +374 +91%
BFP
3321
Birchwood Financial Partners
Minnesota
$54K +$53.9K +773 New
FFO
3322
Fortitude Family Office
Arizona
$53.6K -$11.4K -163 -18%
BCM
3323
Boreal Capital Management
Florida
$53.3K -$139K -2,000 -72%
DFA
3324
DHJJ Financial Advisors
Illinois
$53.3K +$70 +1 +0.1%
1IA
3325
1620 Investment Advisors
Massachusetts
$52.8K