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Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
2726
Evelyn Partners Investment Management Services
$40.2K -$24.9K -877 -38%
BCWM
2727
Ball & Co Wealth Management
Tennessee
$39K +$398 +14 +1%
DWS
2728
Dynamic Wealth Strategies
California
$38.6K – – –
GAG
2729
Goodman Advisory Group
Massachusetts
$38.4K – – –
BC
2730
Bayforest Capital
United Kingdom
$38.2K -$52.1K -1,835 -58%
OCM
2731
Orion Capital Management
California
$38K +$3.04K +107 +9%
CCC
2732
Chelsea Counsel Company
California
$36.9K +$3.01K +106 +9%
SHIM
2733
Stone House Investment Management
Pennsylvania
$36.8K -$1.48K -52 -4%
AAG
2734
Accordant Advisory Group
Maryland
$36.7K – – –
Kayne Anderson Rudnick Investment Management
2735
Kayne Anderson Rudnick Investment Management
California
$36.5K +$1.02K +36 +3%
CCMW
2736
Cypress Capital Management (Wyoming)
Wyoming
$35.1K – – –
HWP
2737
Highline Wealth Partners
California
$35K -$5.93K -209 -14%
CFS
2738
CGC Financial Services
Oregon
$35K – – –
HIA
2739
HFM Investment Advisors
New Jersey
$34.8K -$398 -14 -1%
RP
2740
Raelipskie Partnership
Ontario, Canada
$34.2K – – –
LWMI
2741
Legacy Wealth Management (Idaho)
Idaho
$33.7K +$2.9K +102 +9%
PIS
2742
POM Investment Strategies
North Carolina
$33.5K +$33.6K +1,185 New
ACM
2743
Anfield Capital Management
California
$33.2K -$1.46M -51,298 -98%
LIA
2744
Luken Investment Analytics
Tennessee
$32.3K – – –
SC
2745
Steph & Co
Wisconsin
$31.6K – – –
MDA
2746
Minot DeBlois Advisors
Massachusetts
$31.4K – – –
TVWM
2747
Tower View Wealth Management
Wisconsin
$31.1K +$312 +11 +1%
CCM
2748
Cloud Capital Management
Washington
$31K +$31.2K +1,099 New
RL
2749
Rogco LP
Oklahoma
$30.8K -$271K -9,555 -90%
HC
2750
Hoese & Co
Minnesota
$30.8K – – –