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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1201
Thompson Investment Management
Wisconsin
$38.4K – – –
TPWA
1202
Twin Peaks Wealth Advisors
California
$38.1K +$35.6K +527 New
BIAS
1203
Beacon Investment Advisory Services
New Jersey
$38K +$35.5K +525 New
WIM
1204
Westside Investment Management
California
$37.4K – – –
RF
1205
Robinswood Financial
Washington
$36.2K – – –
MWA
1206
Medallion Wealth Advisors
Connecticut
$36.2K -$4.06K -60 -11%
FP
1207
Financial Perspectives
Minnesota
$36.2K – – –
HWA
1208
HHM Wealth Advisors
Tennessee
$33.9K – – –
JWM
1209
JPL Wealth Management
Colorado
$33.1K +$30.9K +457 New
GKIM
1210
GW&K Investment Management
Massachusetts
$33K +$947 +14 +3%
CMA
1211
Cedar Mountain Advisors
Oregon
$32.9K +$30.8K +455 New
CIAM
1212
Caitong International Asset Management
Hong Kong
$32.7K +$30.6K +452 New
OCWP
1213
Owl Creek Wealth Partners
Colorado
$32.2K +$30.1K +445 New
IAAG
1214
Innovative Asset Advisors Group
Connecticut
$31.5K +$29.4K +435 New
BWM
1215
Bullock Wealth Management
Indiana
$31.3K +$68 +1 +0.2%
PWA
1216
Physician Wealth Advisors
Utah
$31.3K -$12.7K -187 -30%
AIM
1217
Axiom Investment Management
New York
$30.6K +$28.6K +423 New
BGAI
1218
Bruce G. Allen Investments
Colorado
$30.4K +$3.31K +49 +13%
BFPW
1219
BOK Financial Private Wealth
Colorado
$30.2K – – –
JWA
1220
JFS Wealth Advisors
Pennsylvania
$30.2K -$28.8K -425 -50%
PGAM
1221
Princeton Global Asset Management
New Jersey
$30.1K – – –
MEG
1222
Millstone Evans Group
Colorado
$29.8K – – –
AUB
1223
Atlantic Union Bankshares
Virginia
$29.5K +$1.15K +17 +4%
PWMG
1224
Prestige Wealth Management Group
New Jersey
$29.4K -$11.4K -168 -29%
CA
1225
Centerpoint Advisors
Massachusetts
$29K – – –