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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
2926
Lugano Financial Advisors SA (LFA)
Switzerland
$28K +$28.3K +560 New
GKIM
2927
GW&K Investment Management
Massachusetts
$26K -$27.8K -549 -52%
CWAF
2928
Core Wealth Advisors (Florida)
Florida
$26K
BCPWM
2929
Bradley & Co Private Wealth Management
Florida
$22K +$12.4K +245 +123%
NMG
2930
New Millennium Group
Utah
$21K +$21K +416 New
HWM
2931
HighMark Wealth Management
Minnesota
$19K -$708 -14 -4%
ACK
2932
Andrew C. Karlinski
$19K
EA
2933
Evolution Advisers
Virginia
$18K +$101 +2 +0.6%
TWP
2934
TFO Wealth Partners
Ohio
$18K +$18.2K +359 New
BAM
2935
Baldrige Asset Management
Pennsylvania
$17K +$202 +4 +1%
AW
2936
Avion Wealth
Texas
$17K +$4.45K +88 +34%
CDIA
2937
Capital Directions Investment Advisors
Georgia
$16K -$15.7K -311 -49%
IA
2938
IFS Advisors
Kansas
$16K
SC
2939
Siena Capital
Ohio
$16K
WIM
2940
Westside Investment Management
California
$15.9K +$19.4K +383 +8%
FCG
2941
Financial Connections Group
California
$15K -$45.7K -904 -75%
CCM
2942
Cribstone Capital Management
Maine
$15K +$1.57K +31 +12%
LFA
2943
Level Financial Advisors
New York
$13K -$8.45K -167 -40%
AFIA
2944
America First Investment Advisors
Nebraska
$13K
WPWM
2945
Western Pacific Wealth Management
Illinois
$13K
CMA
2946
Cedar Mountain Advisors
Oregon
$12K
RDFA
2947
Ritter Daniher Financial Advisory
Ohio
$11K +$152 +3 +1%
RDIA
2948
RE Dickinson Investment Advisors
Iowa
$10K -$10.5K -208 -50%
SAM
2949
Strategic Asset Management
Minnesota
$10K
LPWM
2950
Lake Point Wealth Management
Texas
$10K +$51 +1 +0.5%