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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
2526
Blue Bell Private Wealth Management
Pennsylvania
$36K +$41.1K +190 New
Cohen & Steers
2527
Cohen & Steers
New York
$34K -$8.44K -39 -18%
RFWA
2528
RPg Family Wealth Advisory
Massachusetts
$33K
DI
2529
Disciplined Investments
Oklahoma
$32K +$24.7K +114 +204%
BAM
2530
Baldrige Asset Management
Pennsylvania
$30K
T2I
2531
Turim 21 Investimentos
Brazil
$30K
CWM
2532
Curi Wealth Management
North Carolina
$30K +$34.8K +161 New
SA
2533
SRH Advisors
Kansas
$29K
COCM
2534
Charter Oak Capital Management
New Hampshire
$29K +$8.01K +37 +32%
HF
2535
Halpern Financial
Virginia
$28.3K +$32.5K +150 New
FCMT
2536
Founders Capital Management (Texas)
Texas
$28K -$26K -120 -44%
AA
2537
Addison Advisors
Vermont
$26K +$8.65K +40 +40%
LFASL
2538
Lugano Financial Advisors SA (LFA)
Switzerland
$26K +$30.3K +140 New
FMP
2539
Financial Management Professionals
Texas
$25K -$5.19K -24 -15%
MAM
2540
McCarthy Asset Management
California
$25K
LFA
2541
Level Financial Advisors
New York
$25K +$28.1K +130 New
CA
2542
Crewe Advisors
Utah
$24K -$3.46K -16 -11%
HNWAG
2543
High Net Worth Advisory Group
Florida
$23K +$26.6K +123 New
PWC
2544
PYA Waltman Capital
Tennessee
$21K +$24K +111 New
RWA
2545
RGT Wealth Advisors
Texas
$21K +$24K +111 New
CWM
2546
Cranbrook Wealth Management
Michigan
$20K -$38.9K -180 -63%
GG
2547
Gleason Group
Kentucky
$20K
RBC
2548
Roble Belko & Company
Pennsylvania
$20K
1IA
2549
1834 Investment Advisors
Wisconsin
$19K -$2.16K -10 -9%
ICM
2550
Islay Capital Management
Texas
$19K