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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3201
CarsonAllaria Wealth Management
Illinois
$163K
IWP
3202
IAG Wealth Partners
Wisconsin
$160K +$308 +1 +0.2%
SHIM
3203
Stone House Investment Management
Pennsylvania
$155K +$45.9K +149 +39%
NC
3204
NewSquare Capital
Pennsylvania
$154K +$72.4K +235 +80%
PP
3205
Pacifica Partners
Canada
$153K
BAM
3206
Bellevue Asset Management
Washington
$152K
BPAMU
3207
BTG Pactual Asset Management US
New York
$152K +$160K +520 New
BAMF
3208
BI Asset Management Fondsmaeglerselskab
Denmark
$149K -$7.27M -23,578 -98%
AWM
3209
Abound Wealth Management
Tennessee
$147K +$74.9K +243 +93%
RF
3210
Robinswood Financial
Washington
$147K
CCMW
3211
Cypress Capital Management (Wyoming)
Wyoming
$146K
LFASL
3212
Lugano Financial Advisors SA (LFA)
Switzerland
$146K
WPWM
3213
Western Pacific Wealth Management
Illinois
$146K -$12.6K -41 -8%
SC
3214
Stephens Consulting
Michigan
$146K +$12.9K +42 +9%
IHWM
3215
Iron Horse Wealth Management
Iowa
$145K
HIMS
3216
Hager Investment Management Services
New Hampshire
$143K -$3.08K -10 -2%
MCA
3217
Maryland Capital Advisors
Maryland
$140K +$148K +479 New
RWS
3218
Retirement Wealth Solutions
Wisconsin
$139K +$308 +1 +0.2%
GCM
3219
Gladius Capital Management
Illinois
$138K -$475K -1,540 -77%
CFS
3220
Compass Financial Services
Iowa
$138K -$4.62K -15 -3%
FMTCOCP
3221
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K
ETS
3222
ESL Trust Services
New York
$134K -$5.24K -17 -4%
FMP
3223
Financial Management Professionals
Texas
$133K +$308 +1 +0.2%
1L
3224
10Elms LLP
Oklahoma
$133K +$925 +3 +0.7%
CCA
3225
Catalyst Capital Advisors
New York
$132K -$347K -1,127 -71%