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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
3326
Coppell Advisory Solutions
Texas
$79.5K -$822K -2,728 -80%
PPWM
3327
PFG Private Wealth Management
Florida
$79K -$14.8K -49 -16%
AS
3328
Altshuler Shaham
Israel
$79K +$47.6K +158 +150%
CWM
3329
Compass Wealth Management
Connecticut
$75.1K +$45.2K +150 +150%
BAM
3330
Bellevue Asset Management
Washington
$74.5K -$1.51K -5 -2%
TCA
3331
Trifecta Capital Advisors
Illinois
$73K +$38.6K +128 +111%
CMA
3332
Cedar Mountain Advisors
Oregon
$72.7K -$3.92K -13 -5%
RA
3333
Rise Advisors
New York
$70.8K +$32.2K +107 +83%
AIM
3334
Arcadia Investment Management
Michigan
$68.4K
FPFS
3335
First Personal Financial Services
North Carolina
$67.5K
CC
3336
Centiva Capital
New York
$66K -$9.52M -31,595 -99%
LFASL
3337
Lugano Financial Advisors SA (LFA)
Switzerland
$64.5K -$170K -563 -72%
PCM
3338
Perritt Capital Management
Illinois
$64.5K +$4.52K +15 +8%
RWM
3339
Ruedi Wealth Management
Illinois
$62.1K
RBC
3340
Roble Belko & Company
Pennsylvania
$62K
MDCM
3341
Morgan Dempsey Capital Management
Wisconsin
$60K
CFG
3342
CKW Financial Group
Hawaii
$60K
LJHT
3343
Laurie J. Hall Trustee
$60K
BG
3344
Bollard Group
Massachusetts
$59K
AP
3345
Advisors Preferred
Maryland
$58.6K -$445K -1,476 -89%
MCA
3346
Maryland Capital Advisors
Maryland
$58.5K -$904 -3 -2%
MIM
3347
Macroview Investment Management
Maryland
$57K +$42.5K +141 +288%
AJ
3348
Ashburton (Jersey)
Jersey
$57K
SIC
3349
SJS Investment Consulting
Ohio
$54.3K +$301 +1 +0.6%
IWP
3350
IAG Wealth Partners
Wisconsin
$53.7K