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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
2701
Strategic Investment Solutions
Illinois
$122K +$292 +10 +0.2%
TCA
2702
Trifecta Capital Advisors
Illinois
$122K
FFL
2703
Financial Freedom LLC
Ohio
$121K +$992 +34 +0.8%
AWM
2704
Activest Wealth Management
Florida
$120K +$65.7K +2,253 +118%
PP
2705
PFS Partners
New Jersey
$120K +$671 +23 +0.6%
MIFH
2706
Migdal Insurance & Financial Holdings
Israel
$118K +$13.5K +462 +13%
WPWM
2707
Western Pacific Wealth Management
Illinois
$118K +$11.3K +386 +10%
HWM
2708
HighMark Wealth Management
Minnesota
$118K +$729 +25 +0.6%
W
2709
WealthCollab
Washington
$118K +$29.2K +1,000 +33%
MIHAS
2710
Maj Invest Holding A/S
Denmark
$116K
MCAI
2711
Members Capital Advisors Inc
Wisconsin
$116K
LFASL
2712
Lugano Financial Advisors SA (LFA)
Switzerland
$116K
OWP
2713
ORG Wealth Partners
Texas
$115K +$116K +3,961 New
Cohen & Steers
2714
Cohen & Steers
New York
$114K +$2.19K +75 +2%
CSWM
2715
Cassady Schiller Wealth Management
Ohio
$113K -$1.2K -41 -1%
AIM
2716
Arcadia Investment Management
Michigan
$113K
RBC
2717
Roble Belko & Company
Pennsylvania
$112K
GKIM
2718
GW&K Investment Management
Massachusetts
$112K +$11.1K +380 +11%
SC
2719
Solstein Capital
California
$110K
BHWM
2720
Beaird Harris Wealth Management
Texas
$109K -$72.6K -2,489 -40%
SFFS
2721
Stonehage Fleming Financial Services
Jersey
$108K
FMP
2722
Financial Management Professionals
Texas
$106K -$494K -16,939 -82%
BCP
2723
Blue Chip Partners
Michigan
$105K -$27.2K -931 -20%
CAM
2724
Chesapeake Asset Management
New York
$105K +$49.3K +1,690 +88%
NIC
2725
Northwest Investment Counselors
Oregon
$103K +$104K +3,556 New