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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
3026
Impact Partnership Wealth
Georgia
$41.9K +$1.83K +4 +5%
MCA
3027
Maryland Capital Advisors
Maryland
$40.9K -$2.74K -6 -7%
AP
3028
Aspect Partners
Virginia
$40.5K +$457 +1 +1%
CCMI
3029
Creative Capital Management Investments
California
$39.5K – – –
UIA
3030
Ulland Investment Advisors
Minnesota
$39K – – –
DAM
3031
Delta Asset Management
Tennessee
$38.5K – – –
CCA
3032
Criterion Capital Advisors
Tennessee
$37.6K – – –
TFA
3033
Transamerica Financial Advisors
Florida
$37K -$135K -296 -80%
AAG
3034
Accordant Advisory Group
Maryland
$36.6K +$34.7K +76 New
BCM
3035
Barometer Capital Management
Ontario, Canada
$36.1K -$4.57K -10 -11%
BWM
3036
Bullock Wealth Management
Indiana
$36K +$34.3K +75 New
OP
3037
ORG Partners
Indiana
$35.8K -$1.68M -3,671 -98%
T
3038
Tidemark
California
$34.2K +$28.3K +62 +689%
AA
3039
AlphaMark Advisors
Kentucky
$34K -$1.37K -3 -4%
SA
3040
Scarborough Advisors
Maryland
$31.8K – – –
GIS
3041
Grayhawk Investment Strategies
Alberta, Canada
$31.3K – – –
RL
3042
Rogco LP
Oklahoma
$31.3K – – –
LFASL
3043
Lugano Financial Advisors SA (LFA)
Switzerland
$30.8K – – –
WAM
3044
WFA Asset Management
Wisconsin
$30.2K – – –
FDCP
3045
Foster Dykema Cabot & Partners
Massachusetts
$29.9K +$27.4K +60 +3,000%
Capstone Investment Advisors
3046
Capstone Investment Advisors
New York
$29.4K – – –
KA
3047
Kozak & Associates
Colorado
$29.3K – – –
W
3048
WealthCollab
Washington
$28.9K – – –
AS
3049
Altshuler Shaham
Israel
$28.4K -$1.37K -3 -5%
FFL
3050
Financial Freedom LLC
Ohio
$27.9K – – –