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Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
326
Transamerica Financial Advisors
Florida
$2.75K +$2.63K +18 New
WWM
327
Wolff Wiese Magana
California
$2.56K
MCM
328
MAI Capital Management
Ohio
$2.41K +$2.34K +16 New
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$2.26K
MAM
330
Marquette Asset Management
Minnesota
$2.11K
CAL
331
Capital Advisors Ltd
Ohio
$2K
W
332
WealthCollab
Washington
$1.96K
SS
333
Sunbelt Securities
Texas
$1.96K
FGA
334
Fortis Group Advisors
New Jersey
$1.81K
LAM
335
Lummis Asset Management
Texas
$1.66K
RWM
336
Raffa Wealth Management
District of Columbia
$1.66K
ZBNA
337
Zions Bancorporation, National Association
Utah
$1.66K
CFM
338
Cornerstone Financial Management
Massachusetts
$1.5K
WA
339
Whipplewood Advisors
Colorado
$1.5K +$1.46K +10 New
AGWCA
340
Annis Gardner Whiting Capital Advisors
Florida
$1.35K
BWA
341
Basecamp Wealth Advisors
Washington
$1.35K
DF
342
DecisionPoint Financial
Arizona
$1.2K
TWD
343
True Wealth Design
Ohio
$1.2K
PWA
344
Physician Wealth Advisors
Utah
$1.05K +$1.02K +7 New
CI
345
CX Institutional
Indiana
$1K -$730 -5 -42%
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$903
SIC
347
SJS Investment Consulting
Ohio
$903 +$292 +2 +50%
BGAI
348
Bruce G. Allen Investments
Colorado
$753 -$438 -3 -38%
APW
349
Atlantic Private Wealth
North Carolina
$753
MCM
350
Manchester Capital Management
Vermont
$753