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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
3051
Strategic Asset Management
Minnesota
$126K -$9.17K -180 -7%
DWMG
3052
DB Wealth Management Group
California
$126K
MIM
3053
Macroview Investment Management
Maryland
$124K +$51 +1 +0%
LWP
3054
Laurel Wealth Planning
Minnesota
$121K
AFG
3055
Albion Financial Group
Utah
$120K -$81.2K -1,594 -41%
FFA
3056
Fairfield Financial Advisors
Massachusetts
$120K +$16.1K +315 +16%
GKIM
3057
GW&K Investment Management
Massachusetts
$119K +$43.6K +855 +60%
Cohen & Steers
3058
Cohen & Steers
New York
$116K -$66.7K -1,308 -37%
WAM
3059
Wakefield Asset Management
Colorado
$113K -$1.81M -35,614 -94%
TCM
3060
Tradewinds Capital Management
Washington
$113K -$226K -4,427 -67%
TCWA
3061
Ten Capital Wealth Advisors
Washington
$112K -$3.67K -72 -3%
RDIA
3062
RE Dickinson Investment Advisors
Iowa
$112K
RWM
3063
Raffa Wealth Management
District of Columbia
$107K +$25.8K +507 +33%
CC
3064
Centiva Capital
New York
$106K -$592K -11,611 -85%
ICM
3065
Islay Capital Management
Texas
$106K
CIR
3066
Clear Investment Research
Georgia
$105K
FWA
3067
FSC Wealth Advisors
New York
$102K -$21.5K -422 -18%
DTIM
3068
Danda Trouve Investment Management
Kansas
$101K
MUMSS
3069
Mitsubishi UFJ Morgan Stanley Securities
Japan
$101K
GIS
3070
Grayhawk Investment Strategies
Alberta, Canada
$99K +$75K +1,472 New
HWMA
3071
Heritage Wealth Management (Arizona)
Arizona
$95.3K -$15.1K -296 -14%
BIA
3072
Bell Investment Advisors
California
$94K +$91.2K +1,790 New
SC
3073
Steph & Co
Wisconsin
$91K -$32.5K -637 -27%
HWM
3074
HighMark Wealth Management
Minnesota
$91K +$2.65K +52 +3%
CM
3075
Cornerstone Management
Georgia
$90.6K