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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
2501
Creative Capital Management Investments
California
$142K +$7.77K +297 +5%
HI
2502
Hoey Investments
Pennsylvania
$140K -$16.7K -637 -10%
C
2503
Covestor
United Kingdom
$140K -$22K -842 -13%
APW
2504
Allied Private Wealth
Florida
$139K +$151K +5,778 New
NECFA
2505
New England Capital Financial Advisors
Connecticut
$138K -$340 -13 -0.2%
VFM
2506
Vision Financial Markets
Connecticut
$138K -$39.1K -1,493 -21%
GAMA
2507
Graticule Asia Macro Advisors
New York
$134K +$145K +5,561 New
BHWM
2508
Beaird Harris Wealth Management
Texas
$134K +$43.5K +1,663 +43%
MI
2509
Markowski Investments
Florida
$133K +$145K +5,538 New
SIC
2510
SJS Investment Consulting
Ohio
$132K +$11K +420 +8%
STB
2511
S&T Bank
Pennsylvania
$131K +$108K +4,128 +314%
ATC
2512
Advantage Trust Company
Kansas
$129K +$7.85K +300 +6%
PS
2513
Pinney & Scofield
Massachusetts
$128K
LF
2514
LifeSteps Financial
California
$128K +$139K +5,307 New
VWA
2515
VSM Wealth Advisory
Maryland
$125K +$52 +2 +0%
WA
2516
Westfuller Advisors
New York
$125K +$115K +4,402 +548%
SR
2517
Swiss Re
Switzerland
$124K +$114K +4,376 +564%
FDCP
2518
Foster Dykema Cabot & Partners
Massachusetts
$124K
APFP
2519
Action Point Financial Planning
Michigan
$121K +$132K +5,029 New
W
2520
WealthCollab
Washington
$121K +$14.9K +570 +13%
HC
2521
Hoese & Co
Minnesota
$120K
HIIFS
2522
Harel Insurance Investments & Financial Services
Israel
$120K -$497K -19,000 -79%
LD
2523
Lipe & Dalton
New York
$119K
FUBT
2524
First United Bank & Trust
Maryland
$118K +$6.93K +265 +6%
TFGT
2525
TS Financial Group (TSFG)
Illinois
$117K +$235 +9 +0.2%