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Name Holding Trade Value Shares
Change
Change in
Stake
SHM
3426
Sagard Holdings Management
Ontario, Canada
$37K – – –
MAS
3427
MPWM Advisory Solutions
Georgia
$34.1K – – –
BFS
3428
Burkett Financial Services
South Carolina
$33.8K – – –
CNBT
3429
Cornerstone National Bank & Trust
Illinois
$33.6K – – –
TC
3430
Tacita Capital
Ontario, Canada
$32.4K +$10.9K +19 +50%
IWM
3431
IMG Wealth Management
Florida
$31.9K – – –
FDCP
3432
Foster Dykema Cabot & Partners
Massachusetts
$31.9K +$23K +40 +250%
WAM
3433
WFA Asset Management
Wisconsin
$31.1K – – –
RF
3434
Robbins Farley
New Hampshire
$30.7K +$10.3K +18 +50%
EWM
3435
Evolution Wealth Management
Florida
$30.4K +$1.15K +2 +4%
SCA
3436
Stuart Chaussee & Associates
California
$30.1K – – –
RTC
3437
Riverview Trust Company
Washington
$28.4K – – –
RF
3438
Robinswood Financial
Washington
$28.4K – – –
IRC
3439
Investors Research Corp
Georgia
$27.3K – – –
FLFS
3440
Family Legacy Financial Solutions
North Carolina
$26.2K – – –
PWA
3441
Provenance Wealth Advisors
Florida
$26.2K – – –
LFA
3442
LGT Financial Advisors
Texas
$25K – – –
WCM
3443
Westend Capital Management
California
$25K +$5.17K +9 +26%
BI
3444
Binnacle Investments
Iowa
$24.5K +$6.89K +12 +39%
MAM
3445
MMA Asset Management
Pennsylvania
$24.5K +$24.7K +43 New
MSWA
3446
Marshall & Sterling Wealth Advisors
New York
$22.2K – – –
RF
3447
Roxbury Financial
New Jersey
$21.9K – – –
VWM
3448
Vermillion Wealth Management
Minnesota
$21.7K +$2.3K +4 +12%
CTC
3449
Cetera Trust Company
Minnesota
$21.6K – – –
IAG
3450
Innovative Advisory Group
Massachusetts
$21.6K – – –