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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2101
Bay Harbor Wealth Management
Maryland
$8.13K +$1.59K +10 +22%
TTIC
2102
Tower Trust & Investment Company
Iowa
$7.84K – – –
MWA
2103
Merkkuri Wealth Advisors
New York
$7.4K +$8.12K +51 New
IWP
2104
IAG Wealth Partners
Wisconsin
$7.26K – – –
SIS
2105
Strategic Investment Solutions
Illinois
$7.26K – – –
SGFG
2106
Silver Grove Financial Group
New York
$7.26K +$7.96K +50 New
BFS
2107
Bare Financial Services
Pennsylvania
$7.26K -$159 -1 -2%
KA
2108
Kozak & Associates
Colorado
$6.9K – – –
BTD
2109
BankPlus Trust Department
Mississippi
$6.83K – – –
SFS
2110
Sunrise Financial Services
Washington
$6.83K – – –
DCM
2111
Davis Capital Management
Florida
$6.83K +$478 +3 +7%
LWMI
2112
Legacy Wealth Management (Idaho)
Idaho
$6.68K +$6.21K +39 +557%
RWM
2113
Rialto Wealth Management
New York
$6.25K +$1.27K +8 +23%
DPW
2114
DiNuzzo Private Wealth
Pennsylvania
$6.1K +$1.27K +8 +24%
PCM
2115
Penserra Capital Management
California
$6K – – –
RWS
2116
Retirement Wealth Solutions
Wisconsin
$5.81K – – –
CLOS
2117
Compagnie Lombard Odier SCmA
Switzerland
$5.81K – – –
UFPG
2118
United Financial Planning Group
New York
$5.81K +$3.98K +25 +167%
AP
2119
Aspect Partners
Virginia
$5.66K -$3.66K -23 -37%
MNA
2120
Manning & Napier Advisors
New York
$5.42K -$643K -4,035 -99%
LAS
2121
Lloyd Advisory Services
Georgia
$5.37K -$99.5K -625 -94%
EWM
2122
Evolution Wealth Management
Florida
$5.37K – – –
KFG
2123
Kingdom Financial Group
Arizona
$5.37K +$5.89K +37 New
APW
2124
Aventura Private Wealth
Florida
$5.23K – – –
GCM
2125
Gunpowder Capital Management
Maryland
$5.23K – – –