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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
2926
Stone House Investment Management
Pennsylvania
$35.3K -$13.5K -311 -28%
QL
2927
Quarry LP
New York
$35.1K -$135K -3,114 -80%
RCM
2928
Richardson Capital Management
Wisconsin
$35.1K +$34.6K +799 New
IWM
2929
IMG Wealth Management
Florida
$34.1K
EPIME
2930
Evelyn Partners Investment Management (Europe)
$33.6K
MWA
2931
Miller Wealth Advisors
Colorado
$33.6K
DFA
2932
DHJJ Financial Advisors
Illinois
$32.3K +$2.12K +49 +7%
MTC
2933
Matrix Trust Company
Colorado
$32K +$4.33K +100 +16%
LWMI
2934
Legacy Wealth Management (Idaho)
Idaho
$31.9K -$5.2K -120 -14%
DWM
2935
Dogwood Wealth Management
Kansas
$31.7K +$7.79K +180 +33%
ETS
2936
ESL Trust Services
New York
$31.5K -$346 -8 -1%
CNBT
2937
Cornerstone National Bank & Trust
Illinois
$31.2K
BCM
2938
Boreal Capital Management
Florida
$31.2K
PCTC
2939
Perkins Coie Trust Company
Washington
$30.8K -$86.7K -2,003 -74%
MIM
2940
Meridiem Investment Management
United Kingdom
$30.3K
GWSA
2941
Global Wealth Strategies & Associates
Colorado
$29.9K +$25.9K +599 +740%
HCM
2942
Hollencrest Capital Management
California
$29.6K -$4.46K -103 -13%
GLF
2943
Groupe la Francaise
France
$29.6K +$1.82K +42 +6%
RWM
2944
RMG Wealth Management
Wisconsin
$29.5K
FDCP
2945
Foster Dykema Cabot & Partners
Massachusetts
$28.5K +$28.1K +649 New
DWS
2946
Dynamic Wealth Strategies
California
$28.3K
SCA
2947
Stuart Chaussee & Associates
California
$28.1K
1NWS
2948
1 North Wealth Services
Maryland
$27.7K
FGAM
2949
Financial Gravity Asset Management
Texas
$27.7K +$27.3K +630 New
TCM
2950
TruNorth Capital Management
Michigan
$27.5K +$13.2K +305 +95%