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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1201
Bogart Wealth LLC
Virginia
$38.4K +$488 +2 +1%
CA
1202
Crewe Advisors
Utah
$37.5K +$2.2K +9 +6%
CFO
1203
CVA Family Office
Colorado
$36.9K +$244 +1 +0.6%
SIC
1204
SJS Investment Consulting
Ohio
$36.6K +$8.3K +34 +26%
QWM
1205
Quaker Wealth Management
New Jersey
$36.6K +$244 +1 +0.6%
FIM
1206
FWL Investment Management
Texas
$35.3K +$27.8K +114 +243%
TCM
1207
Tradewinds Capital Management
Washington
$35.1K – – –
CC
1208
Copos Capital
$35.1K +$39.1K +160 New
LFA
1209
LGT Financial Advisors
Texas
$34.9K – – –
HWA
1210
HHM Wealth Advisors
Tennessee
$32.9K +$12.2K +50 +50%
GIA
1211
GHP Investment Advisors
Colorado
$32.7K -$12.4K -51 -26%
GWM
1212
Geneos Wealth Management
Colorado
$32.2K -$26.9K -110 -43%
MCM
1213
MV Capital Management
Maryland
$32.2K +$488 +2 +1%
CFD
1214
Creative Financial Designs
Indiana
$31.6K – – –
PWA
1215
Physician Wealth Advisors
Utah
$31.1K +$12.4K +51 +56%
TC
1216
Trust Company
Kansas
$29.8K +$33.2K +136 New
GA
1217
GoalVest Advisory
New York
$29.6K +$22.7K +93 +221%
GWM
1218
Greenline Wealth Management
Florida
$28.7K +$32K +131 New
KAS
1219
Kemnay Advisory Services
New York
$27.9K +$31K +127 New
S
1220
Sachetta
Massachusetts
$27.6K – – –
KFAS
1221
Keating Financial Advisory Services
Kansas
$27.2K +$30.3K +124 New
HC
1222
Hurley Capital
New York
$26.5K – – –
T
1223
Tidemark
California
$26.3K – – –
CTC
1224
Central Trust Company
Missouri
$26.1K +$2.44K +10 +9%
BBHC
1225
Brown Brothers Harriman & Co
New York
$25.7K +$9.28K +38 +48%