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Name Holding Trade Value Shares
Change
Change in
Stake
GG
2451
Gleason Group
Kentucky
$82K +$806 +23 +1%
PCM
2452
Penserra Capital Management
California
$81K -$7.82K -223 -9%
LGWM
2453
Litman Gregory Wealth Management
California
$80K – – –
ICM
2454
Islay Capital Management
Texas
$78K -$6.59K -188 -8%
SC
2455
Solstein Capital
California
$78K – – –
IF
2456
Ironwood Financial
Arizona
$75K – – –
MIM
2457
Macroview Investment Management
Maryland
$75K +$35 +1 +0%
DTIM
2458
Danda Trouve Investment Management
Kansas
$70K – – –
CQS
2459
Credential Qtrade Securities
$69.6K +$2.38K +68 +4%
MIFH
2460
Migdal Insurance & Financial Holdings
Israel
$66K -$23.8K -680 -26%
SFPG
2461
Stonebridge Financial Planning Group
Florida
$65K -$2.77K -79 -4%
SC
2462
Steph & Co
Wisconsin
$63K -$51.1K -1,457 -44%
AW
2463
Avion Wealth
Texas
$60K +$3.72K +106 +7%
SMFG
2464
Sumitomo Mitsui Financial Group
Japan
$59K +$60.6K +1,729 New
HWM
2465
HighMark Wealth Management
Minnesota
$58K +$2.35K +67 +4%
WAS
2466
Winch Advisory Services
Wisconsin
$58K +$8.41K +240 +17%
RWM
2467
Raffa Wealth Management
District of Columbia
$57.3K -$7.4K -211 -11%
CWAF
2468
Core Wealth Advisors (Florida)
Florida
$56K +$35 +1 +0.1%
KAS
2469
Kemnay Advisory Services
New York
$55K – – –
NIM
2470
NuWave Investment Management
New Jersey
$54K +$44.2K +1,260 +439%
SFG
2471
Sowa Financial Group
Rhode Island
$47K -$12.6K -358 -21%
DWA
2472
Dougherty Wealth Advisers
Minnesota
$45K – – –
T2I
2473
Turim 21 Investimentos
Brazil
$45K – – –
WIM
2474
Westside Investment Management
California
$44.3K +$44.4K +1,267 +19%
SA
2475
SRH Advisors
Kansas
$41K – – –