Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2551
Cedar Wealth Management
California
$125K -$16.8K -681 -12%
SIC
2552
SJS Investment Consulting
Ohio
$124K -$16.1K -653 -12%
SAM
2553
Sherman Asset Management
California
$123K – – –
FUBT
2554
First United Bank & Trust
Maryland
$122K -$32.1K -1,300 -21%
OP
2555
ORG Partners
Indiana
$122K +$18.7K +757 +19%
HWA
2556
Heritage Wealth Advisors
Virginia
$121K – – –
MAS
2557
MPWM Advisory Solutions
Georgia
$121K -$38.8K -1,570 -25%
GGI
2558
Godsey & Gibb Inc
Virginia
$115K +$88.1K +3,569 +372%
SIS
2559
Strategic Investment Solutions
Illinois
$115K +$11.9K +482 +12%
HWM
2560
Hemington Wealth Management
Virginia
$115K +$41.3K +1,672 +58%
CWM
2561
Cranbrook Wealth Management
Michigan
$115K – – –
PCFFS
2562
Pacific Center for Financial Services
California
$115K +$197 +8 +0.2%
CAC
2563
Core Alternative Capital
Georgia
$111K – – –
WBC
2564
West Branch Capital
Massachusetts
$111K +$17.2K +695 +19%
ME
2565
McIlrath & Eck
Washington
$110K -$3.06K -124 -3%
HWM
2566
HighMark Wealth Management
Minnesota
$109K +$790 +32 +0.8%
AAMU
2567
AEGON Asset Management (UK)
United Kingdom
$109K – – –
IWM
2568
IMG Wealth Management
Florida
$107K – – –
BHWM
2569
Beaird Harris Wealth Management
Texas
$106K -$344K -13,950 -77%
RBC
2570
Roble Belko & Company
Pennsylvania
$106K -$37K -1,500 -26%
W
2571
WealthCollab
Washington
$106K +$4K +162 +4%
FFL
2572
Financial Freedom LLC
Ohio
$103K -$1.01K -41 -1%
WA
2573
WPG Advisers
Maryland
$103K +$54.1K +2,191 +118%
MIHAS
2574
Maj Invest Holding A/S
Denmark
$102K – – –
AIM
2575
Arcadia Investment Management
Michigan
$99.4K – – –