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Name Holding Trade Value Shares
Change
Change in
Stake
GC
3076
Globeflex Capital
California
$132K +$132K +2,544 New
DWMG
3077
DB Wealth Management Group
California
$124K +$6.9K +133 +6%
FWA
3078
FSC Wealth Advisors
New York
$122K -$1.76K -34 -1%
SC
3079
Steph & Co
Wisconsin
$122K – – –
MIM
3080
Macroview Investment Management
Maryland
$122K +$15.9K +307 +15%
LWP
3081
Laurel Wealth Planning
Minnesota
$119K +$119K +2,300 New
SPWM
3082
Spartan Planning & Wealth Management
North Carolina
$119K +$119K +2,300 New
PP
3083
Pacifica Partners
Canada
$117K – – –
TCWA
3084
Ten Capital Wealth Advisors
Washington
$114K – – –
RDIA
3085
RE Dickinson Investment Advisors
Iowa
$111K +$14K +269 +14%
CAC
3086
Core Alternative Capital
Georgia
$109K +$67.3K +1,298 +162%
HWMA
3087
Heritage Wealth Management (Arizona)
Arizona
$109K +$110K +2,114 New
MAM
3088
McCarthy Asset Management
California
$108K +$104 +2 +0.1%
SAS
3089
Stelac Advisory Services
New York
$105K -$38K -732 -26%
ICM
3090
Islay Capital Management
Texas
$105K – – –
CIR
3091
Clear Investment Research
Georgia
$104K – – –
CWM
3092
Curi Wealth Management
North Carolina
$102K +$37.8K +728 +59%
FFA
3093
Fairfield Financial Advisors
Massachusetts
$102K +$102K +1,967 New
BSWA
3094
Bromfield Sneider Wealth Advisors
Massachusetts
$101K +$101K +1,947 New
AS
3095
Altshuler Shaham
Israel
$100K -$4.8M -92,544 -98%
MUMSS
3096
Mitsubishi UFJ Morgan Stanley Securities
Japan
$100K -$107K -2,070 -52%
MW
3097
Milestone Wealth
New York
$100K – – –
DTIM
3098
Danda Trouve Investment Management
Kansas
$99K – – –
RG
3099
Richelieu Gestion
France
$93K +$93.3K +1,799 New
LK
3100
Lumbard & Kellner
New Hampshire
$90K -$104K -2,000 -54%