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Name Holding Trade Value Shares
Change
Change in
Stake
MSE
2701
MUFG Securities EMEA
United Kingdom
$39.3K -$202K -537 -84%
CFFP
2702
Center for Financial Planning
Michigan
$39.3K -$30K -80 -44%
JAM
2703
JCIC Asset Management
Ontario, Canada
$39.3K
LFA
2704
Legend Financial Advisors
Pennsylvania
$39.3K
AA
2705
AlphaMark Advisors
Kentucky
$39K
AWM
2706
AllSquare Wealth Management
New York
$37.9K
SA
2707
SRH Advisors
Kansas
$35.6K
SN
2708
Sittner & Nelson
Oregon
$34.2K
FGAM
2709
Financial Gravity Asset Management
Texas
$34.1K +$11.3K +30 +8%
HI
2710
Hoey Investments
Pennsylvania
$33.4K -$16.1K -43 -34%
SIC
2711
SJS Investment Consulting
Ohio
$33K -$2.25K -6 -7%
FWM
2712
Focused Wealth Management
New York
$32.5K
CCMI
2713
Creative Capital Management Investments
California
$32.3K
FSWA
2714
Financial Synergies Wealth Advisors
Texas
$32.2K -$1.13K -3 -4%
UIA
2715
Ulland Investment Advisors
Minnesota
$32K
CWA
2716
Clearview Wealth Advisors
Oregon
$31.5K
MS
2717
Mizuho Securities
Japan
$31.5K -$124K -330 -80%
CMP
2718
Coston McIsaac & Partners
Maine
$31K
FPFS
2719
First Personal Financial Services
North Carolina
$30.7K
DAM
2720
Delta Asset Management
Tennessee
$29.9K
GFL
2721
Granite FO LLC
New Hampshire
$29.9K
BG
2722
Bollard Group
Massachusetts
$29K +$28.1K +75 New
RAM
2723
Riggs Asset Management
Pennsylvania
$28.7K
GM
2724
GeoWealth Management
Illinois
$26K +$25.1K +67 New
SIS
2725
Strategic Investment Solutions
Illinois
$26K