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Name Holding Trade Value Shares
Change
Change in
Stake
MGIM
2301
M&G Investment Management
United Kingdom
$178K +$108M +2,083,215 +181%
DOA
2302
D'Orazio & Associates
Virginia
$176K +$362 +7 +0.2%
DWP
2303
Destiny Wealth Partners
Florida
$175K +$165K +3,188 New
PWMG
2304
Prestige Wealth Management Group
New Jersey
$174K -$34.2K -661 -17%
VCM
2305
Versant Capital Management
Arizona
$172K -$142K -2,746 -47%
APW
2306
Acima Private Wealth
Virginia
$170K
ACM
2307
AUA Capital Management
Pennsylvania
$167K -$103 -2 -0.1%
GWS
2308
Glassman Wealth Services
Virginia
$162K +$28.4K +550 +23%
NFSG
2309
Newbridge Financial Services Group
Florida
$160K -$29.1K -562 -16%
BWP
2310
Baldwin Wealth Partners
Massachusetts
$158K
EWM
2311
Endurance Wealth Management
Rhode Island
$157K
BAM
2312
Bellevue Asset Management
Washington
$156K -$20.5K -397 -11%
KCM
2313
Kathmere Capital Management
Pennsylvania
$153K -$1.55K -30 -1%
WC
2314
Wexford Capital
Florida
$148K -$106K -2,053 -43%
IFAM
2315
Institutional & Family Asset Management
Colorado
$145K -$1.4K -27 -1%
MF
2316
Manchester Financial
California
$145K +$11.5K +222 +9%
PCTC
2317
Perkins Coie Trust Company
Washington
$142K
FP
2318
Financial Perspectives
Minnesota
$140K +$259 +5 +0.2%
ACA
2319
Atlas Capital Advisors
Wyoming
$137K +$129K +2,500 New
CL
2320
CSS LLC
Illinois
$132K
NR
2321
Newfound Research
Massachusetts
$132K +$124K +2,398 New
TIAM2
2322
Tru Independence Asset Management 2
Oregon
$132K +$125K +2,415 New
BCM
2323
Bourgeon Capital Management
Connecticut
$129K -$10.3K -200 -8%
PS
2324
Planned Solutions
California
$129K -$10.3K -200 -8%
BWA
2325
Burt Wealth Advisors
Maryland
$127K