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Name Holding Trade Value Shares
Change
Change in
Stake
SPP
3376
Single Point Partners
Massachusetts
$201K +$188K +1,524 New
CP
3377
Castleview Partners
Texas
$201K +$42.5K +345 +29%
EDRIA
3378
Edmonds Duncan Registered Investment Advisors
Kansas
$200K +$187K +1,518 New
NIMI
3379
Natixis Investment Managers International
France
$196K -$9.37K -76 -5%
BHWM
3380
Beaird Harris Wealth Management
Texas
$196K – – –
RWM
3381
Raffa Wealth Management
District of Columbia
$194K +$122K +989 +204%
FG
3382
Fairman Group
Pennsylvania
$192K -$78.9K -640 -31%
CPG
3383
Cornerstone Planning Group
New Jersey
$192K -$13.3K -108 -7%
Hillsdale Investment Management
3384
Hillsdale Investment Management
Ontario, Canada
$186K -$49.3K -400 -22%
CFS
3385
CGC Financial Services
Oregon
$184K – – –
PP
3386
Pacifica Partners
Canada
$182K – – –
CWM
3387
Cedar Wealth Management
California
$181K -$189K -1,532 -53%
HCA
3388
Harbor Capital Advisors
Illinois
$175K -$5.12M -41,555 -97%
GCM
3389
Gladius Capital Management
Illinois
$175K +$163K +1,325 New
TVWM
3390
Tower View Wealth Management
Wisconsin
$173K +$370 +3 +0.2%
ETS
3391
ESL Trust Services
New York
$168K +$157K +1,275 New
FP
3392
Financial Perspectives
Minnesota
$168K -$40.2K -326 -20%
SRCM
3393
Signature Resources Capital Management
California
$166K – – –
TFA
3394
Toth Financial Advisory
Virginia
$165K – – –
CTWM
3395
Cherry Tree Wealth Management
Minnesota
$162K -$6.41K -52 -4%
FWM
3396
FSA Wealth Management
Massachusetts
$162K +$123 +1 +0.1%
TLCM
3397
Twin Lakes Capital Management
California
$159K +$370 +3 +0.2%
T2I
3398
Turim 21 Investimentos
Brazil
$158K – – –
SIC
3399
SJS Investment Consulting
Ohio
$158K – – –
HFS
3400
HBC Financial Services
Washington
$155K +$1.85K +15 +1%