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Name Holding Trade Value Shares
Change
Change in
Stake
AT
2726
Avalon Trust
New Mexico
$98.1K +$53.4K +2,000 +145%
GG
2727
Gleason Group
Kentucky
$96.8K -$721 -27 -0.8%
LWMI
2728
Legacy Wealth Management (Idaho)
Idaho
$96.6K +$8.26K +309 +10%
AWM
2729
Ameliora Wealth Management
Switzerland
$95.9K – – –
PMFA
2730
Plante Moran Financial Advisors
Michigan
$95.6K -$10.3K -386 -10%
BPAMU
2731
BTG Pactual Asset Management US
New York
$93.6K -$367K -13,726 -81%
AIS
2732
Advocate Investing Services
Maryland
$92.8K -$1.23K -46 -1%
WWM
2733
Wolff Wiese Magana
California
$92.5K +$8.68K +325 +11%
MS
2734
Monetary Solutions
Ohio
$92.4K – – –
AWM
2735
Abound Wealth Management
Tennessee
$91.7K +$12K +448 +17%
EWP
2736
Elevation Wealth Partners
California
$91.6K +$15.4K +575 +22%
GTAM
2737
Global Trust Asset Management
Florida
$90.6K -$249K -9,320 -75%
MIM
2738
MTM Investment Management
South Carolina
$90.6K +$5.34K +200 +7%
IPS
2739
Investors Portfolio Services
Washington
$89.7K +$988 +37 +1%
CIAS
2740
CBIZ Investment Advisory Services
Ohio
$88.2K -$23K -861 -22%
BFPW
2741
BOK Financial Private Wealth
Colorado
$87.8K -$4.09K -153 -5%
CIM
2742
Contravisory Investment Management
Massachusetts
$85.7K -$229K -8,560 -74%
RWM
2743
Rialto Wealth Management
New York
$85.7K +$4.27K +160 +6%
LFA
2744
Longview Financial Advisors
Alabama
$85.5K +$78.8K +2,950 New
FCT
2745
First Community Trust
Iowa
$84.4K +$13.4K +500 +21%
MPG
2746
My Portfolio Guide
California
$84.1K +$77.5K +2,901 New
KAS
2747
Kemnay Advisory Services
New York
$81.5K -$401 -15 -0.5%
TCM
2748
Tradewinds Capital Management
Washington
$81.4K +$1.92K +72 +3%
RTL
2749
Red Tortoise LLC
Georgia
$81.1K – – –
HCA
2750
Harbor Capital Advisors
Illinois
$81K -$39.6K -1,484 -35%