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Name Holding Trade Value Shares
Change
Change in
Stake
CL
2726
CSS LLC
Illinois
$86K +$88.6K +2,000 New
OBWP
2727
O'Brien Wealth Partners
Massachusetts
$84K +$87.4K +1,974 New
DTIM
2728
Danda Trouve Investment Management
Kansas
$82K – – –
BAM
2729
Baldrige Asset Management
Pennsylvania
$75K -$5.36K -121 -7%
SC
2730
Steph & Co
Wisconsin
$74K – – –
RWM
2731
Raffa Wealth Management
District of Columbia
$71.5K -$399 -9 -0.5%
HWM
2732
HighMark Wealth Management
Minnesota
$71K +$576 +13 +0.8%
CQS
2733
Credential Qtrade Securities
$70K -$2.44K -55 -3%
SSC
2734
Syverson Strege & Co
Iowa
$67K +$310 +7 +0.5%
WLPWM
2735
Walled Lake Planning & Wealth Management
Illinois
$66K +$22.5K +509 +50%
SFO
2736
Standard Family Office
South Dakota
$65K -$779K -17,589 -92%
KAS
2737
Kemnay Advisory Services
New York
$65K – – –
BIA
2738
Bell Investment Advisors
California
$65K +$66.5K +1,500 New
NL
2739
NVWM LLC
Pennsylvania
$63K – – –
RCM
2740
Regency Capital Management
Hawaii
$58K – – –
CFA
2741
Cahill Financial Advisors
Minnesota
$58K +$59.8K +1,349 New
RA
2742
Resolute Advisors
California
$56K – – –
FEG
2743
Financial Enhancement Group
Indiana
$54K -$709 -16 -1%
GG
2744
Gleason Group
Kentucky
$54K +$487 +11 +0.9%
JPLA
2745
Joseph P. Lucia & Associates
New York
$52K – – –
CDIA
2746
Capital Directions Investment Advisors
Georgia
$52K +$40.2K +907 +307%
TAM
2747
Tucker Asset Management
Colorado
$51K +$14K +316 +37%
Belvedere Trading
2748
Belvedere Trading
Illinois
$49K +$52.7K +1,190 New
LPWM
2749
Lake Point Wealth Management
Texas
$48K -$6.2K -140 -11%
CWAF
2750
Core Wealth Advisors (Florida)
Florida
$48K – – –