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Name Holding Trade Value Shares
Change
Change in
Stake
PO
2626
Private Ocean
California
$158K -$42.8K -1,100 -21%
CIAS
2627
CBIZ Investment Advisory Services
Ohio
$157K
LF
2628
Lee Financial
Texas
$152K +$2.57K +66 +2%
MWA
2629
Moser Wealth Advisors
Washington
$152K +$15.6K +400 +12%
MS
2630
Mizuho Securities
Japan
$152K +$142K +3,659 +1,633%
SC
2631
Solstein Capital
California
$149K +$74.7K +1,921 +102%
CCA
2632
Column Capital Advisors
Indiana
$145K +$49.1K +1,262 +52%
PWP
2633
Personal Wealth Partners
Minnesota
$143K +$142K +3,660 New
EI
2634
Ellevest Inc
New York
$140K -$25.7K -661 -16%
HS
2635
Horan Securities
United States
$139K +$12.5K +321 +10%
CWM
2636
Cedar Wealth Management
California
$138K -$144K -3,699 -51%
RAM
2637
Riggs Asset Management
Pennsylvania
$138K -$389 -10 -0.3%
SAS
2638
Stelac Advisory Services
New York
$135K -$25.8K -664 -16%
BAM
2639
Bellevue Asset Management
Washington
$134K -$15.5K -398 -10%
T2I
2640
Turim 21 Investimentos
Brazil
$134K +$133K +3,416 New
AFS
2641
Annapolis Financial Services
Maryland
$129K +$8.01K +206 +7%
KFS
2642
Kelly Financial Services
Massachusetts
$127K +$6.18K +159 +5%
SQA
2643
Simon Quick Advisors
New Jersey
$126K -$28.5K -734 -19%
WIM
2644
Westside Investment Management
California
$126K +$133K +3,420 +44%
RG
2645
Retirement Group
California
$117K -$9.41K -242 -8%
MHR
2646
Matthew Hamilton Rosenberg
$117K -$5.44K -140 -4%
JEST
2647
JTC Employer Solutions Trustee
Jersey
$117K +$117K +3,000 New
SAM
2648
Sycomore Asset Management
France
$117K +$117K +3,000 New
DFCM
2649
Dark Forest Capital Management
Puerto Rico
$115K +$114K +2,936 New
FFG
2650
Ford Financial Group
California
$113K +$113K +2,896 New