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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
3026
Dogwood Wealth Management
Kansas
$73.4K +$70.1K +295 New
AFS
3027
Annapolis Financial Services
Maryland
$73.3K +$39.5K +166 +129%
CIR
3028
Clear Investment Research
Georgia
$69.8K +$13.5K +57 +25%
ACM
3029
Accent Capital Management
Ohio
$69.6K +$66.5K +280 New
PGAM
3030
Princeton Global Asset Management
New Jersey
$67.8K +$1.43K +6 +2%
ITFISA
3031
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$67.1K +$64.2K +270 New
LIWM
3032
Long Island Wealth Management
New York
$67K +$63.9K +269 New
FFA
3033
Frazier Financial Advisors
Ohio
$66.8K +$63.9K +269 New
AEPWM
3034
Atlantic Edge Private Wealth Management
Florida
$66.3K +$63.5K +267 New
LCM
3035
Logan Capital Management
Pennsylvania
$65.1K -$20K -84 -24%
RF
3036
Robinswood Financial
Washington
$64.9K – – –
PWMA
3037
Pension & Wealth Management Advisors
Massachusetts
$63.4K +$25K +105 +70%
CQS
3038
Credential Qtrade Securities
$62.4K +$47.5K +200 +392%
CCA
3039
Criterion Capital Advisors
Tennessee
$62.3K +$59.7K +251 New
IWP
3040
IAG Wealth Partners
Wisconsin
$59.9K – – –
SWM
3041
Sanctuary Wealth Management
Idaho
$59.1K – – –
CT
3042
Clearstead Trust
Maine
$58.4K – – –
FWA
3043
FSC Wealth Advisors
New York
$58.4K – – –
CAM
3044
Chesapeake Asset Management
New York
$56.7K +$713 +3 +1%
TCG
3045
Transcendent Capital Group
Oklahoma
$55.9K +$53.5K +225 New
MCA
3046
Maryland Capital Advisors
Maryland
$55.5K -$713 -3 -1%
CAM
3047
Costello Asset Management
Pennsylvania
$55.4K +$5.94K +25 +13%
SJIM
3048
St. Johns Investment Management
Florida
$53.9K -$236K -995 -82%
APC
3049
Aspire Private Capital
North Carolina
$51.4K – – –
SIM
3050
Studio Investment Management
Illinois
$48.5K – – –