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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3376
Catalyst Capital Advisors
New York
$148K -$9.56K -30 -6%
TCA
3377
Trifecta Capital Advisors
Illinois
$146K – – –
1L
3378
10Elms LLP
Oklahoma
$144K +$956 +3 +0.7%
FMTCOCP
3379
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$143K -$3.19K -10 -2%
FMP
3380
Financial Management Professionals
Texas
$142K – – –
AEPWM
3381
Atlantic Edge Private Wealth Management
Florida
$142K +$43K +135 +42%
GFA
3382
Godfrey Financial Associates
New York
$142K -$536K -1,682 -79%
C
3383
Covestor
United Kingdom
$142K -$81.6K -256 -36%
W
3384
WealthCollab
Washington
$140K – – –
CFS
3385
CGC Financial Services
Oregon
$140K +$31.9K +100 +29%
GJIA
3386
Glass Jacobson Investment Advisors
Maryland
$140K – – –
HB
3387
Horizon Bancorp
Indiana
$139K +$44.9K +141 +46%
MCA
3388
McGuire Capital Advisors
Oklahoma
$139K -$26.1K -82 -16%
AW
3389
Ankerstar Wealth
Texas
$134K +$66.6K +209 +94%
SC
3390
Solstein Capital
California
$131K – – –
EP
3391
Essential Partners
California
$131K +$9.88K +31 +8%
PAG
3392
Paladin Advisory Group
Iowa
$130K – – –
BHWM
3393
Beaird Harris Wealth Management
Texas
$129K +$319 +1 +0.2%
ORAM
3394
One River Asset Management
Connecticut
$129K +$74.9K +235 +131%
RWS
3395
Retirement Wealth Solutions
Wisconsin
$129K -$20.7K -65 -14%
FA
3396
Fountainhead AM
New Jersey
$127K +$130K +408 New
JWM
3397
JPL Wealth Management
Colorado
$126K +$129K +404 New
MMCM
3398
Murphy & Mullick Capital Management
New York
$126K +$2.23K +7 +2%
HHGA
3399
Halbert Hargrove Global Advisors
California
$124K -$15K -47 -11%
CCM
3400
Copeland Capital Management
Pennsylvania
$124K -$5.1K -16 -4%