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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
3201
Tower View Wealth Management
Wisconsin
$53K +$384 +8 +0.8%
VF
3202
VitalStone Financial
Texas
$53K +$49.7K +1,037 New
LFA
3203
Level Financial Advisors
New York
$52K +$911 +19 +2%
MSE
3204
MUFG Securities EMEA
United Kingdom
$51K
SWM
3205
Sanctuary Wealth Management
Idaho
$50K +$46.8K +976 New
LFA
3206
Legend Financial Advisors
Pennsylvania
$49.1K
TC
3207
Tacita Capital
Ontario, Canada
$49K -$5.75K -120 -11%
OLVIG
3208
Oliver Lagore Vanvalin Investment Group
Michigan
$46.8K -$9.45K -197 -18%
KA
3209
Kozak & Associates
Colorado
$46K +$144 +3 +0.3%
JMF
3210
Johnson Midwest Financial
Iowa
$46K +$336 +7 +0.8%
BSWA
3211
Bromfield Sneider Wealth Advisors
Massachusetts
$45.9K
AWM
3212
Align Wealth Management
Oklahoma
$45.3K +$49.6K +1,035 New
CQS
3213
Credential Qtrade Securities
$45.2K -$4.41K -92 -9%
WA
3214
Win Advisors
Florida
$44.6K +$3.16K +66 +8%
CCMW
3215
Cypress Capital Management (Wyoming)
Wyoming
$43.5K
JFG
3216
JDM Financial Group
Texas
$43.4K +$40.6K +847 New
SC
3217
Schubert & Co
Texas
$42.4K -$4.7K -98 -11%
CMA
3218
Cedar Mountain Advisors
Oregon
$41K +$240 +5 +0.6%
DWA
3219
Delos Wealth Advisors
Texas
$41K
LWP
3220
Lumature Wealth Partners
Georgia
$40.6K -$271K -5,656 -88%
EA
3221
Evolution Advisers
Virginia
$40K
WWP
3222
WR Wealth Planners
Missouri
$35.7K +$48 +1 +0.1%
ACP
3223
Arcus Capital Partners
Georgia
$35.6K +$33.3K +695 New
CIM
3224
Chiron Investment Management
New York
$35.6K +$33.3K +695 New
CDIA
3225
Capital Directions Investment Advisors
Georgia
$35.6K +$33.3K +694 New