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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2201
Marion Wealth Management
Pennsylvania
$203K +$28.2K +313 +15%
AWM
2202
Activest Wealth Management
Florida
$203K +$57.5K +639 +35%
SF
2203
Symphony Financial
Texas
$203K -$41.9K -465 -16%
SP
2204
Stonebrook Private
Michigan
$203K +$12.9K +143 +6%
HW
2205
Hamilton Wealth
California
$201K -$4.4M -48,896 -95%
EC
2206
EdgeRock Capital
Colorado
$201K +$5.4K +60 +3%
BDF
2207
Black Diamond Financial
Maryland
$201K +$221K +2,457 New
RS
2208
Rakuten Securities
Japan
$200K -$313K -3,473 -59%
QA
2209
Quattro Advisors
Pennsylvania
$200K +$220K +2,445 New
SIS
2210
Sound Income Strategies
Florida
$199K -$38.9K -432 -16%
FWM
2211
Focused Wealth Management
New York
$199K +$2.88K +32 +1%
C
2212
Covestor
United Kingdom
$196K -$18.5K -206 -8%
RAM
2213
Reflection Asset Management
South Carolina
$194K +$214K +2,372 New
CPIA
2214
Cornell Pochily Investment Advisors
New York
$191K +$9.99K +111 +5%
WCM
2215
Winthrop Capital Management
Indiana
$189K +$208K +2,315 New
JFGIW
2216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K -$204K -2,264 -50%
Cohen & Steers
2217
Cohen & Steers
New York
$188K +$27K +300 +15%
SOAMC
2218
Spirit of America Management Corp
New York
$188K +$45K +500 +28%
SA
2219
SRH Advisors
Kansas
$187K
CMBA
2220
C.M. Bidwell & Associates
Hawaii
$185K
RDFA
2221
Ritter Daniher Financial Advisory
Ohio
$183K
LWCFA
2222
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K +$58K +644 +40%
SAM
2223
Sherman Asset Management
California
$182K
HCM
2224
Hollencrest Capital Management
California
$180K -$669K -7,428 -77%
SGK
2225
Steigerwald Gordon & Koch
Virginia
$179K -$14.4K -160 -7%