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Name Holding Trade Value Shares
Change
Change in
Stake
CA
4376
Crumly & Associates
Illinois
$2.72M +$117K +230 +5%
WAG
4377
Windsor Advisory Group
Ohio
$2.71M +$1.59M +3,118 +147%
CWA
4378
Continuum Wealth Advisors
New York
$2.71M +$382K +749 +17%
FFM
4379
Flagstone Financial Management
Nebraska
$2.71M -$113K -222 -4%
LOAMU
4380
Lombard Odier Asset Management (USA)
New York
$2.71M +$285K +558 +12%
TA
4381
TrueWealth Advisors
Alabama
$2.7M -$77.5K -152 -3%
CWM
4382
CarsonAllaria Wealth Management
Illinois
$2.7M +$72.9K +143 +3%
DA
4383
Doliver Advisors
Texas
$2.7M +$31.6K +62 +1%
WPW
4384
Watershed Private Wealth
Illinois
$2.7M
SCM
4385
Sandler Capital Management
New York
$2.7M -$446K -875 -14%
Cohen & Steers
4386
Cohen & Steers
New York
$2.69M
UIA
4387
Ulland Investment Advisors
Minnesota
$2.69M +$50.5K +99 +2%
AWM
4388
Accredited Wealth Management
Kentucky
$2.69M -$2.43M -4,771 -91%
CA
4389
Clune & Associates
Illinois
$2.69M +$103K +201 +4%
MWP
4390
Meriwether Wealth & Planning
Louisiana
$2.68M -$188K -368 -7%
IA
4391
IMZ Advisory
Florida
$2.67M +$25K +49 +1%
SM
4392
Samjo Management
New York
$2.67M -$51K -100 -2%
CAIMH
4393
Central Asset Investments & Management Holdings
Hong Kong
$2.66M -$3.88M -7,601 -60%
MWM
4394
MFG Wealth Management
Indiana
$2.66M -$96.9K -190 -4%
SA
4395
Sonoma Allocations
California
$2.66M +$2.65M +5,203 New
JWM
4396
Jacksonville Wealth Management
Florida
$2.66M -$46.4K -91 -2%
FAN
4397
Financial Advisors Network
California
$2.66M +$90.8K +178 +4%
SC
4398
Seldon Capital
California
$2.66M
KWM
4399
Kaydan Wealth Management
Michigan
$2.65M -$53.1K -104 -2%
BWS
4400
Broadway Wealth Solutions
Texas
$2.65M -$39.8K -78 -2%