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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
2151
Baker Tilly Wealth Management
Wisconsin
$6.53M -$1.71M -16,935 -24%
P
2152
Paradiem
Louisiana
$6.51M -$481K -4,759 -8%
GAA
2153
Guardian Asset Advisors
Pennsylvania
$6.51M +$767K +7,586 +17%
EGA
2154
E&G Advisors
Texas
$6.5M -$346K -3,420 -6%
KFS
2155
Kaizen Financial Strategies
California
$6.5M +$303K +3,000 +5%
BAM
2156
Berkshire Asset Management
Pennsylvania
$6.49M +$703K +6,953 +15%
ALAM
2157
Asahi Life Asset Management
Japan
$6.47M -$390K -3,860 -7%
HCM
2158
Highview Capital Management
Illinois
$6.45M +$1M +9,923 +23%
HI
2159
Harper Investing
California
$6.44M +$4.45M +44,039 +543%
CA
2160
Cornerstone Advisory
Maryland
$6.44M +$1.64M +16,208 +45%
CG
2161
Castellan Group
Kentucky
$6.4M -$1.62M -16,020 -24%
LWAM
2162
Legacy Wealth Asset Management
Minnesota
$6.4M -$862K -8,528 -14%
AEPWM
2163
Atlantic Edge Private Wealth Management
Florida
$6.39M -$224K -2,220 -4%
BCM
2164
Barden Capital Management
Texas
$6.37M -$31.1K -308 -0.6%
CWA
2165
Canvas Wealth Advisors
Kansas
$6.37M -$307K -3,037 -5%
ACM
2166
Allred Capital Management
Texas
$6.36M -$365K -3,610 -7%
TPM
2167
Totem Point Management
New York
$6.34M -$6.4M -63,334 -55%
JWWM
2168
Johnson & White Wealth Management
Pennsylvania
$6.33M -$702K -6,947 -12%
SSG
2169
Summit Securities Group
New York
$6.33M +$5.18M +51,260 New
AA
2170
Altman Advisors
Illinois
$6.32M +$862K +8,528 +20%
PWMG
2171
Prestige Wealth Management Group
New Jersey
$6.32M +$879K +8,698 +20%
LGA
2172
Lebenthal Global Advisors
New York
$6.32M -$297K -2,939 -5%
SM
2173
Selkirk Management
New Jersey
$6.3M
BFM
2174
Boston Financial Management
Massachusetts
$6.3M +$281K +2,776 +6%
UAM
2175
UAS Asset Management
New York
$6.29M +$5.15M +50,943 New