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Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
3126
Marshall & Sterling Wealth Advisors
New York
$109K -$1.86K -13 -2%
CCMW
3127
Cypress Capital Management (Wyoming)
Wyoming
$109K
LC
3128
Lavaca Capital
Texas
$108K
DPW
3129
DiNuzzo Private Wealth
Pennsylvania
$103K +$2.57K +18 +3%
FDW
3130
Fourth Dimension Wealth
Ohio
$102K
SIS
3131
Strategic Investment Solutions
Illinois
$98.4K
LFASL
3132
Lugano Financial Advisors SA (LFA)
Switzerland
$97.9K +$3.57K +25 +4%
OWP
3133
ORG Wealth Partners
Texas
$97.2K +$58.1K +407 +143%
API
3134
Asset Planning Inc
California
$96.3K -$29.3K -205 -23%
OA
3135
Operose Advisors
Wisconsin
$95.5K
CIAM
3136
Caitong International Asset Management
Hong Kong
$95.2K +$96.8K +678 New
KFP
3137
Kerr Financial Planning
California
$94.3K +$91.2K +639 New
CCA
3138
Catalyst Capital Advisors
New York
$94.1K -$24.8K -174 -21%
AWM
3139
Activest Wealth Management
Florida
$93.7K +$54.3K +380 +132%
GIM
3140
Gold Investment Management
Alberta, Canada
$93K +$714 +5 +0.8%
SAM
3141
Sherman Asset Management
California
$91.3K -$21.6K -151 -19%
DWM
3142
Dogwood Wealth Management
Kansas
$88.2K +$12.7K +89 +17%
NOI
3143
Newton One Investments
Delaware
$88.1K +$857 +6 +1%
W
3144
WealthCollab
Washington
$86.8K
OBWP
3145
O'Brien Wealth Partners
Massachusetts
$86.1K +$87.5K +613 New
PWM
3146
Proathlete Wealth Management
Florida
$85.3K -$1.28K -9 -1%
CVM
3147
Cheviot Value Management
California
$85.2K
GG
3148
Gleason Group
Kentucky
$84.2K -$7K -49 -8%
BIA
3149
Bell Investment Advisors
California
$82.4K -$13.4K -94 -14%
FCG
3150
Financial Connections Group
California
$81K -$7K -49 -8%