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Name Holding Trade Value Shares
Change
Change in
Stake
W
1901
WealthCollab
Washington
$119K -$2.94K -25 -2%
HCM
1902
Hollencrest Capital Management
California
$119K +$58.8K +500 +79%
C
1903
Covestor
United Kingdom
$118K -$49.8K -423 -27%
MCF Advisors
1904
MCF Advisors
Kentucky
$117K +$86.9K +739 +193%
NSIM
1905
North Star Investment Management
Illinois
$117K +$120K +1,016 +1,016%
FLP
1906
Financial Life Planners
Arizona
$113K -$87.1K -740 -41%
SAM
1907
S.A. Mason
Michigan
$113K +$4.12K +35 +3%
CoreCap Advisors
1908
CoreCap Advisors
Michigan
$110K +$25.9K +220 +27%
TWD
1909
True Wealth Design
Ohio
$110K +$48.1K +409 +64%
SWM
1910
SHP Wealth Management
Massachusetts
$110K +$8K +68 +7%
LIA
1911
Limestone Investment Advisors
New York
$108K +$44.7K +380 +58%
DPW
1912
DiNuzzo Private Wealth
Pennsylvania
$107K -$824 -7 -0.7%
PB
1913
Prosperity Bancshares
Texas
$106K -$40.9K -348 -26%
BCM
1914
Berbice Capital Management
New York
$105K -$2.17M -18,435 -95%
CWA
1915
Crux Wealth Advisors
California
$105K +$118K +1,000 New
MWM
1916
Mosley Wealth Management
California
$103K +$13.2K +112 New
Bartlett & Co Wealth Management
1917
Bartlett & Co Wealth Management
Ohio
$101K +$29.8K +253 +30%
WSFG
1918
Wall Street Financial Group
Illinois
$101K +$114K +970 New
Dixon Mitchell Investment Counsel
1919
Dixon Mitchell Investment Counsel
British Columbia, Canada
$100K – – –
Farmers & Merchants Investments Inc
1920
Farmers & Merchants Investments Inc
Nebraska
$100K +$16.5K +140 +17%
POIA
1921
Pin Oak Investment Advisors
Texas
$100K +$17.5K +149 +18%
MAM
1922
Morse Asset Management
Connecticut
$100K -$473K -4,024 -81%
NF
1923
Napier Financial
Massachusetts
$98.8K +$111K +945 New
TCOT
1924
Trust Company of Toledo
Ohio
$98.3K -$360K -3,062 -77%
PWAM
1925
Private Wealth Asset Management
Iowa
$98.3K -$588 -5 -0.5%