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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1076
IMG Wealth Management
Florida
$1.08K +$1.06K +9 New
CMP
1077
Coston McIsaac & Partners
Maine
$1K – – –
NWM
1078
Navigoe Wealth Management
California
$1K +$1.18K +10 New
QL
1079
Quarry LP
New York
$961 -$236 -2 -20%
BLC
1080
Brown, Lisle/Cummings
Rhode Island
$961 – – –
PJC
1081
Phillip James Consulting
Minnesota
$961 – – –
SWAG
1082
Spectrum Wealth Advisory Group
California
$843 +$826 +7 New
SA
1083
Seneschal Advisors
Washington
$841 – – –
LAM
1084
Lummis Asset Management
Texas
$841 +$826 +7 New
CTWM
1085
Cherry Tree Wealth Management
Minnesota
$721 – – –
CCM
1086
Chilton Capital Management
Texas
$721 – – –
MBFW
1087
Morton Brown Family Wealth
Pennsylvania
$721 +$708 +6 New
TCA
1088
Trifecta Capital Advisors
Illinois
$721 +$708 +6 New
RS
1089
Rakuten Securities
Japan
$601 -$236 -2 -29%
RPA
1090
Redwood Park Advisors
California
$601 – – –
SWA
1091
SOA Wealth Advisors
New York
$508 – – –
T
1092
Tidemark
California
$360 – – –
IAS
1093
IMA Advisory Services
Colorado
$360 +$354 +3 New
MCA
1094
Maryland Capital Advisors
Maryland
$241 +$236 +2 New
PMFA
1095
Plante Moran Financial Advisors
Michigan
$240 +$236 +2 New
HIA
1096
Highland Investment Advisors
Florida
$120 +$118 +1 New
RCM
1097
Raleigh Capital Management
North Carolina
$66 – – –
KFG
1098
Kingdom Financial Group
Arizona
$23 – – –
DCP
1099
Distillate Capital Partners
Illinois
– -$20.5M -177,553 Closed
ADEF
1100
Adams Diversified Equity Fund
Maryland
– -$20.1M -174,000 Closed