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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2451
Penserra Capital Management
California
$81K -$7.82K -223 -9%
LGWM
2452
Litman Gregory Wealth Management
California
$80K
ICM
2453
Islay Capital Management
Texas
$78K -$6.59K -188 -8%
SC
2454
Solstein Capital
California
$78K
IF
2455
Ironwood Financial
Arizona
$75K
MIM
2456
Macroview Investment Management
Maryland
$75K +$35 +1 +0%
DTIM
2457
Danda Trouve Investment Management
Kansas
$70K
CQS
2458
Credential Qtrade Securities
$69.6K +$2.38K +68 +4%
MIFH
2459
Migdal Insurance & Financial Holdings
Israel
$66K -$23.8K -680 -26%
SFPG
2460
Stonebridge Financial Planning Group
Florida
$65K -$2.77K -79 -4%
SC
2461
Steph & Co
Wisconsin
$63K -$51.1K -1,457 -44%
AW
2462
Avion Wealth
Texas
$60K +$3.72K +106 +7%
SMFG
2463
Sumitomo Mitsui Financial Group
Japan
$59K +$60.6K +1,729 New
HWM
2464
HighMark Wealth Management
Minnesota
$58K +$2.35K +67 +4%
WAS
2465
Winch Advisory Services
Wisconsin
$58K +$8.41K +240 +17%
RWM
2466
Raffa Wealth Management
District of Columbia
$57.3K -$7.4K -211 -11%
CWAF
2467
Core Wealth Advisors (Florida)
Florida
$56K +$35 +1 +0.1%
KAS
2468
Kemnay Advisory Services
New York
$55K
NIM
2469
NuWave Investment Management
New Jersey
$54K +$44.2K +1,260 +439%
SFG
2470
Sowa Financial Group
Rhode Island
$47K -$12.6K -358 -21%
DWA
2471
Dougherty Wealth Advisers
Minnesota
$45K
T2I
2472
Turim 21 Investimentos
Brazil
$45K
WIM
2473
Westside Investment Management
California
$44.3K +$44.4K +1,267 +19%
SA
2474
SRH Advisors
Kansas
$41K
FFW
2475
Fusion Family Wealth
New York
$37K -$24K -685 -39%