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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
3276
Center for Financial Planning
Michigan
$164K
CG
3277
Curat Global
New Hampshire
$164K +$163K +300 New
OWA
3278
Opal Wealth Advisors
New York
$164K +$163K +299 New
LFASL
3279
Lugano Financial Advisors SA (LFA)
Switzerland
$163K -$56.1K -103 -26%
CAM
3280
Cacti Asset Management
Georgia
$162K
MHR
3281
Matthew Hamilton Rosenberg
$160K +$15.2K +28 +11%
NIM
3282
Nexus Investment Management
Ontario, Canada
$154K +$106K +195 New
TLCM
3283
Twin Lakes Capital Management
California
$151K +$544 +1 +0.4%
WAM
3284
Wolverine Asset Management
Illinois
$151K +$150K +275 New
MWA
3285
Medallion Wealth Advisors
Connecticut
$150K
HIMS
3286
Hager Investment Management Services
New Hampshire
$148K
MC
3287
Montag & Caldwell
Georgia
$148K
RP
3288
Rowlandmiller & Partners
Georgia
$148K
VWA
3289
VSM Wealth Advisory
Maryland
$147K
EFMH
3290
E Fund Management (HK)
Hong Kong
$143K
BGAI
3291
Bruce G. Allen Investments
Colorado
$139K +$26.1K +48 +23%
MS
3292
Mizuho Securities
Japan
$137K +$136K +250 New
PCTC
3293
Perkins Coie Trust Company
Washington
$137K +$136K +250 New
PSFG
3294
Park Square Financial Group
Georgia
$133K -$54.4K -100 -29%
HWM
3295
HighMark Wealth Management
Minnesota
$132K +$10.9K +20 +9%
MWM
3296
Mascoma Wealth Management
New Hampshire
$132K -$10.9K -20 -8%
BAM
3297
Bellevue Asset Management
Washington
$131K
JSAM
3298
J. Safra Asset Management
New York
$130K +$59.9K +110 +87%
OAJ
3299
Ogorek Anthony Joseph
New York
$126K +$53.9K +99 +76%
BLC
3300
Brown, Lisle/Cummings
Rhode Island
$122K +$9.8K +18 +9%