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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
4051
Provenance Wealth Advisors
Florida
$109K – – –
BFS
4052
Bare Financial Services
Pennsylvania
$105K -$824 -2 -0.7%
CFM
4053
Cornerstone Financial Management
Massachusetts
$105K +$12.8K +31 +12%
HCM
4054
Horrell Capital Management
Arkansas
$104K – – –
TBFA
4055
Three Bearings Fiduciary Advisors
New Hampshire
$103K – – –
LB
4056
Legacy Bridge
Iowa
$100K – – –
Penserra Capital Management
4057
Penserra Capital Management
California
$99K +$9.89K +24 +10%
CFG
4058
Clayton Financial Group
Missouri
$97.4K – – –
FPF
4059
First Pacific Financial
Washington
$97.4K +$8.65K +21 +9%
VWA
4060
Valued Wealth Advisors
Utah
$93.3K -$79.1K -192 -43%
BCM
4061
Blume Capital Management
California
$91.8K +$2.06K +5 +2%
M
4062
MOTCO
Texas
$91.1K -$38.3K -93 -28%
VEA
4063
Virtus ETF Advisers
New York
$91.1K -$22.2K -54 -18%
WA
4064
Walsh & Associates
Florida
$90K +$1.24K +3 +1%
SWIM
4065
Smallwood Wealth Investment Management
New Jersey
$88.8K -$412 -1 -0.4%
RWS
4066
Retirement Wealth Solutions
Wisconsin
$88.1K +$8.65K +21 +10%
DFA
4067
DHJJ Financial Advisors
Illinois
$85.9K – – –
MPG
4068
My Portfolio Guide
California
$85.1K +$94.3K +229 New
AEPWM
4069
Atlantic Edge Private Wealth Management
Florida
$84.4K – – –
MAM
4070
Marquette Asset Management
Minnesota
$83.6K +$21.8K +53 +31%
Beutel, Goodman & Co
4071
Beutel, Goodman & Co
Ontario, Canada
$83K – – –
RF
4072
Robinswood Financial
Washington
$81.8K – – –
TVWM
4073
Tower View Wealth Management
Wisconsin
$81.8K – – –
AP
4074
Aspect Partners
Virginia
$81K -$2.88K -7 -3%
AIS
4075
Advocate Investing Services
Maryland
$79.9K +$6.18K +15 +8%