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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
4451
WFA Asset Management
Wisconsin
$173K -$1.63K -6 -0.9%
SAM
4452
Strategic Asset Management
Minnesota
$171K +$1.36K +5 +0.8%
PHK
4453
Point72 Hong Kong
Hong Kong
$160K +$169K +623 New
CM
4454
Cornerstone Management
Georgia
$159K
CPFP
4455
Clear Perspectives Financial Planning
Ohio
$158K
LPWM
4456
Lake Point Wealth Management
Texas
$155K
SL
4457
Savior LLC
Massachusetts
$154K +$13.6K +50 +9%
YAL
4458
Your Advocates Ltd
Texas
$152K
TWP
4459
TFO Wealth Partners
Ohio
$149K -$63.2K -233 -29%
FA
4460
Financial Advantage
Maryland
$147K
MGI
4461
MayTech Global Investments
New York
$141K
BHWM
4462
Bay Harbor Wealth Management
Maryland
$135K -$543 -2 -0.4%
T2I
4463
Turim 21 Investimentos
Brazil
$134K
CCM
4464
Cutler Capital Management
Massachusetts
$129K +$271 +1 +0.2%
RFP
4465
Roth Financial Partners
Texas
$128K
CAC
4466
Cowen and Company
New York
$128K +$136K +500 New
APW
4467
Axim Planning & Wealth
Ohio
$120K +$126K +466 New
AWM
4468
Ameliora Wealth Management
Switzerland
$119K -$3.58M -13,188 -97%
BSWA
4469
Bromfield Sneider Wealth Advisors
Massachusetts
$114K -$179K -658 -60%
GIS
4470
Grayhawk Investment Strategies
Alberta, Canada
$104K +$85.5K +315 New
Parallax Volatility Advisers
4471
Parallax Volatility Advisers
California
$95K -$65.9M -242,963 -100%
DTIM
4472
Danda Trouve Investment Management
Kansas
$88K -$19.3K -71 -17%
EA
4473
Evolution Advisers
Virginia
$88K
DC
4474
Darrow Company
Massachusetts
$82K +$86.6K +319 New
FC
4475
Family CFO
California
$81.2K