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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2301
Marquette Asset Management
Minnesota
$19K – – –
CDIA
2302
Capital Directions Investment Advisors
Georgia
$19K +$19.9K +548 New
PFO
2303
Pathstone Family Office
New Jersey
$18K -$486K -13,376 -96%
RCC
2304
Red Cedar Capital
Nebraska
$18K – – –
VEA
2305
Virtus ETF Advisers
New York
$18K – – –
BEI
2306
Benjamin Edwards Inc
Missouri
$16K +$17.2K +474 New
EWA
2307
Evolution Wealth Advisors
Florida
$15K -$14.7K -403 -48%
CFG
2308
CKW Financial Group
Hawaii
$13K – – –
Walleye Capital
2309
Walleye Capital
New York
$12K +$12.7K +349 New
LWA
2310
Lowe Wealth Advisors
Maryland
$11K – – –
SCA
2311
Stuart Chaussee & Associates
California
$10K – – –
SWP
2312
Strategic Wealth Partners
Ohio
$9.59K -$561K -15,432 -49%
HIM
2313
Hillsdale Investment Management
Ontario, Canada
$9K -$96.2K -2,645 -91%
PO
2314
Private Ocean
California
$8K -$3.09K -85 -29%
GI
2315
GS Investments
Minnesota
$7.19K – – –
CJA
2316
C-J Advisory
California
$7K – – –
OAJ
2317
Ogorek Anthony Joseph
New York
$7K – – –
FA
2318
Fortis Advisors
Pennsylvania
$7K +$73 +2 +1%
SGAM
2319
Smith Group Asset Management
Texas
$7K +$4.44K +122 +122%
HCM
2320
Horrell Capital Management
Arkansas
$6K – – –
TJHA
2321
Thomas J. Herzfeld Advisors
Florida
$5K -$2.11K -58 -30%
SA
2322
SRH Advisors
Kansas
$4K – – –
LCM
2323
Laurion Capital Management
New York
$4K +$3.82K +105 New
CIR
2324
Clear Investment Research
Georgia
$2K – – –
WA
2325
WestEnd Advisors
North Carolina
$1.47K +$1.56K +43 New