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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
2801
New England Capital Financial Advisors
Connecticut
$116K +$253 +6 +0.2%
NIMI
2802
Natixis Investment Managers International
France
$115K
PPA
2803
Painted Porch Advisors
California
$115K +$17.9K +425 +17%
LC
2804
Lavaca Capital
Texas
$115K +$121K +2,880 New
SAM
2805
Sherman Asset Management
California
$112K +$119K +2,811 New
AWM
2806
Ameliora Wealth Management
Switzerland
$112K +$34K +805 +40%
HC
2807
Hara Capital
Washington
$112K -$21.4K -508 -15%
OCM
2808
Orion Capital Management
California
$112K +$118K +2,792 New
LFASL
2809
Lugano Financial Advisors SA (LFA)
Switzerland
$111K +$21.1K +500 +22%
B
2810
Birchbrook
Maine
$110K -$2.07K -49 -2%
RA
2811
Rise Advisors
New York
$109K -$13.6K -323 -11%
KBFS
2812
Kohmann Bosshard Financial Services
Ohio
$106K +$112K +2,662 New
HFS
2813
Hopwood Financial Services
Virginia
$106K +$112K +2,661 New
HIM
2814
Hillsdale Investment Management
Ontario, Canada
$105K +$55.3K +1,310 +100%
OLVIG
2815
Oliver Lagore Vanvalin Investment Group
Michigan
$104K -$380 -9 -0.3%
CA
2816
Centerpoint Advisors
Massachusetts
$102K -$27.3K -647 -20%
GKIM
2817
GW&K Investment Management
Massachusetts
$102K +$1.73K +41 +2%
C
2818
Covestor
United Kingdom
$102K +$3.96K +94 +4%
PMFA
2819
Plante Moran Financial Advisors
Michigan
$102K +$9.07K +215 +9%
MAS
2820
MPWM Advisory Solutions
Georgia
$98.8K +$104K +2,470 New
CWM
2821
Crowley Wealth Management
Delaware
$98.6K +$104K +2,466 New
MHIP
2822
Mountain Hill Investment Partners
New Jersey
$98.4K +$104K +2,462 New
BBPWM
2823
Blue Bell Private Wealth Management
Pennsylvania
$96.7K -$717 -17 -0.7%
HI
2824
Human Investing
Oregon
$95.7K +$101K +2,393 New
BCM
2825
Blume Capital Management
California
$94.7K -$84.4K -2,000 -46%