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Name Holding Trade Value Shares
Change
Change in
Stake
TTIC
2926
Tower Trust & Investment Company
Iowa
$36K – – –
JEST
2927
JTC Employer Solutions Trustee
Jersey
$36K – – –
AWM
2928
Ameliora Wealth Management
Switzerland
$35.4K -$86.6K -2,000 -71%
SHIM
2929
Stone House Investment Management
Pennsylvania
$35.3K -$13.5K -311 -28%
QL
2930
Quarry LP
New York
$35.1K -$135K -3,114 -80%
RCM
2931
Richardson Capital Management
Wisconsin
$35.1K +$34.6K +799 New
AW
2932
Affinity Wealth
Ohio
$34.4K – – –
IWM
2933
IMG Wealth Management
Florida
$34.1K – – –
EPIME
2934
Evelyn Partners Investment Management (Europe)
$33.6K – – –
MWA
2935
Miller Wealth Advisors
Colorado
$33.6K – – –
DFA
2936
DHJJ Financial Advisors
Illinois
$32.3K +$2.12K +49 +7%
MTC
2937
Matrix Trust Company
Colorado
$32K +$4.33K +100 +16%
LWMI
2938
Legacy Wealth Management (Idaho)
Idaho
$31.9K -$5.2K -120 -14%
DWM
2939
Dogwood Wealth Management
Kansas
$31.7K +$7.79K +180 +33%
ETS
2940
ESL Trust Services
New York
$31.5K -$346 -8 -1%
CNBT
2941
Cornerstone National Bank & Trust
Illinois
$31.2K – – –
BCM
2942
Boreal Capital Management
Florida
$31.2K – – –
PCTC
2943
Perkins Coie Trust Company
Washington
$30.8K -$86.7K -2,003 -74%
MIM
2944
Meridiem Investment Management
United Kingdom
$30.3K – – –
GWSA
2945
Global Wealth Strategies & Associates
Colorado
$29.9K +$25.9K +599 +740%
HCM
2946
Hollencrest Capital Management
California
$29.6K -$4.46K -103 -13%
GLF
2947
Groupe la Francaise
France
$29.6K +$1.82K +42 +6%
RWM
2948
RMG Wealth Management
Wisconsin
$29.5K – – –
FDCP
2949
Foster Dykema Cabot & Partners
Massachusetts
$28.5K +$28.1K +649 New
DWS
2950
Dynamic Wealth Strategies
California
$28.3K – – –