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Name Holding Trade Value Shares
Change
Change in
Stake
WA
3276
Whipplewood Advisors
Colorado
$175K +$19.1K +35 +9%
CTC
3277
Cetera Trust Company
Minnesota
$172K – – –
AWM
3278
Abound Wealth Management
Tennessee
$170K -$10.9K -20 -6%
CPG
3279
Cornerstone Planning Group
New Jersey
$165K +$93.1K +171 +122%
CFFP
3280
Center for Financial Planning
Michigan
$164K – – –
CG
3281
Curat Global
New Hampshire
$164K +$163K +300 New
OWA
3282
Opal Wealth Advisors
New York
$164K +$163K +299 New
LFASL
3283
Lugano Financial Advisors SA (LFA)
Switzerland
$163K -$56.1K -103 -26%
CAM
3284
Cacti Asset Management
Georgia
$162K – – –
MHR
3285
Matthew Hamilton Rosenberg
$160K +$15.2K +28 +11%
NIM
3286
Nexus Investment Management
Ontario, Canada
$154K +$106K +195 New
TLCM
3287
Twin Lakes Capital Management
California
$151K +$544 +1 +0.4%
WAM
3288
Wolverine Asset Management
Illinois
$151K +$150K +275 New
MWA
3289
Medallion Wealth Advisors
Connecticut
$150K – – –
HIMS
3290
Hager Investment Management Services
New Hampshire
$148K – – –
MC
3291
Montag & Caldwell
Georgia
$148K – – –
RP
3292
Rowlandmiller & Partners
Georgia
$148K – – –
VWA
3293
VSM Wealth Advisory
Maryland
$147K – – –
EFMH
3294
E Fund Management (HK)
Hong Kong
$143K – – –
BGAI
3295
Bruce G. Allen Investments
Colorado
$139K +$26.1K +48 +23%
MS
3296
Mizuho Securities
Japan
$137K +$136K +250 New
PCTC
3297
Perkins Coie Trust Company
Washington
$137K +$136K +250 New
PSFG
3298
Park Square Financial Group
Georgia
$133K -$54.4K -100 -29%
HWM
3299
HighMark Wealth Management
Minnesota
$132K +$10.9K +20 +9%
MWM
3300
Mascoma Wealth Management
New Hampshire
$132K -$10.9K -20 -8%