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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2701
Tortoise Investment Management
New York
$122K +$4.23K +145 +4%
SIS
2702
Strategic Investment Solutions
Illinois
$122K +$292 +10 +0.2%
TCA
2703
Trifecta Capital Advisors
Illinois
$122K – – –
FFL
2704
Financial Freedom LLC
Ohio
$121K +$992 +34 +0.8%
AWM
2705
Activest Wealth Management
Florida
$120K +$65.7K +2,253 +118%
PP
2706
PFS Partners
New Jersey
$120K +$671 +23 +0.6%
MIFH
2707
Migdal Insurance & Financial Holdings
Israel
$118K +$13.5K +462 +13%
WPWM
2708
Western Pacific Wealth Management
Illinois
$118K +$11.3K +386 +10%
HWM
2709
HighMark Wealth Management
Minnesota
$118K +$729 +25 +0.6%
W
2710
WealthCollab
Washington
$118K +$29.2K +1,000 +33%
MIHAS
2711
Maj Invest Holding A/S
Denmark
$116K – – –
MCAI
2712
Members Capital Advisors Inc
Wisconsin
$116K – – –
LFASL
2713
Lugano Financial Advisors SA (LFA)
Switzerland
$116K – – –
OWP
2714
ORG Wealth Partners
Texas
$115K +$116K +3,961 New
Cohen & Steers
2715
Cohen & Steers
New York
$114K +$2.19K +75 +2%
CSWM
2716
Cassady Schiller Wealth Management
Ohio
$113K -$1.2K -41 -1%
AIM
2717
Arcadia Investment Management
Michigan
$113K – – –
RBC
2718
Roble Belko & Company
Pennsylvania
$112K – – –
GKIM
2719
GW&K Investment Management
Massachusetts
$112K +$11.1K +380 +11%
SC
2720
Solstein Capital
California
$110K – – –
BHWM
2721
Beaird Harris Wealth Management
Texas
$109K -$72.6K -2,489 -40%
SFFS
2722
Stonehage Fleming Financial Services
Jersey
$108K – – –
FMP
2723
Financial Management Professionals
Texas
$106K -$494K -16,939 -82%
BCP
2724
Blue Chip Partners
Michigan
$105K -$27.2K -931 -20%
CAM
2725
Chesapeake Asset Management
New York
$105K +$49.3K +1,690 +88%