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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Copia Wealth Management
Oregon
$154K +$113K +613 +151%
SIS
1002
Sound Income Strategies
Florida
$153K +$28.3K +153 +18%
AWM
1003
Abound Wealth Management
Tennessee
$151K -$67.7K -366 -27%
CH
1004
Canton Hathaway
Rhode Island
$151K
RFP
1005
Root Financial Partners
California
$147K +$148K +799 +454%
APW
1006
Aventura Private Wealth
Florida
$145K +$18K +97 +11%
TWD
1007
True Wealth Design
Ohio
$143K +$4.26K +23 +2%
RF
1008
Robinswood Financial
Washington
$141K
MCI
1009
MRP Capital Investments
Georgia
$121K -$37K -200 -20%
PWAM
1010
Private Wealth Asset Management
Iowa
$121K -$185 -1 -0.1%
MCM
1011
Manchester Capital Management
Vermont
$121K +$130K +700 +700%
OW
1012
Olistico Wealth
Oklahoma
$119K +$3.15K +17 +2%
Bessemer Group
1013
Bessemer Group
New Jersey
$117K +$14.4K +78 +11%
TCA
1014
Trifecta Capital Advisors
Illinois
$116K +$55.5K +300 +64%
FC
1015
Fairscale Capital
New Hampshire
$113K
TFA
1016
Transamerica Financial Advisors
Florida
$111K +$75.3K +407 +124%
CI
1017
CX Institutional
Indiana
$110K +$45K +243 +50%
SIA
1018
Strategic Investment Advisors
Michigan
$105K +$129K +697 New
LI
1019
LRI Investments
Florida
$105K -$137K -742 -52%
EDRH
1020
Edmond de Rothschild Holding
Switzerland
$103K -$1.58M -8,515 -93%
AIM
1021
Acropolis Investment Management
Missouri
$103K +$126K +682 New
ADEF
1022
ABS Direct Equity Fund
Connecticut
$101K +$130K +700 New
HCM
1023
Hollencrest Capital Management
California
$94.3K +$98.5K +532 +572%
JEST
1024
JTC Employer Solutions Trustee
Jersey
$90K
AWM
1025
Ameliora Wealth Management
Switzerland
$89.1K