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Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
3451
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$73.1K
MWM
3452
Mascoma Wealth Management
New Hampshire
$70.7K -$4.44K -36 -6%
VF
3453
VitalStone Financial
Texas
$69K
HF
3454
Halpern Financial
Virginia
$66.5K -$9.37K -76 -13%
DWA
3455
Dougherty Wealth Advisers
Minnesota
$66K
NC
3456
nVerses Capital
Florida
$66K +$61.6K +500 New
IPW
3457
Impact Partnership Wealth
Georgia
$65.1K +$46.3K +376 +321%
FCG
3458
Financial Connections Group
California
$65K
MFT
3459
Moisand Fitzgerald Tamayo
Florida
$65K
RDFA
3460
Ritter Daniher Financial Advisory
Ohio
$64.9K
MIM
3461
Macroview Investment Management
Maryland
$62.7K +$6.41K +52 +12%
W
3462
WealthCollab
Washington
$60.2K -$863 -7 -2%
JSAM
3463
J. Safra Asset Management
New York
$60.2K -$139K -1,127 -71%
KFP
3464
Keener Financial Planning
Texas
$58K
AA
3465
AlphaMark Advisors
Kentucky
$58K +$15.3K +124 +39%
FRA
3466
Front Row Advisors
California
$57.6K +$21.9K +178 +70%
DWA
3467
Delos Wealth Advisors
Texas
$57.5K +$4.44K +36 +9%
FRA
3468
Frank Rimerman Advisors
California
$55.9K
ACM
3469
Accent Capital Management
Ohio
$55.7K
IHWM
3470
Iron Horse Wealth Management
Iowa
$55.6K
DMIC
3471
Dixon Mitchell Investment Counsel
British Columbia, Canada
$53.1K +$49.3K +400 New
JFG
3472
JDM Financial Group
Texas
$52.8K
PCC
3473
Park Circle Company
Maryland
$52.8K
HWM
3474
Horizons Wealth Management
North Carolina
$52.8K
FF
3475
Friedenthal Financial
New Jersey
$52.1K +$48.7K +395 New