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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2951
Cedar Wealth Management
California
$34.2K
PIS
2952
POM Investment Strategies
North Carolina
$33.8K +$15.7K +386 +87%
AAG
2953
Accordant Advisory Group
Maryland
$33.7K +$20.3K +500 +153%
MSWA
2954
Marshall & Sterling Wealth Advisors
New York
$33.6K -$8.6K -212 -20%
PCTC
2955
Perkins Coie Trust Company
Washington
$33.2K +$4.71K +116 +17%
JEST
2956
JTC Employer Solutions Trustee
Jersey
$33K
DSC
2957
Daytona Street Capital
Missouri
$33K +$32.9K +810 New
AWM
2958
Ameliora Wealth Management
Switzerland
$32.8K
VIS
2959
Vega Investment Solutions
France
$32.5K +$32.4K +799 New
RCM
2960
Richardson Capital Management
Wisconsin
$32.5K
EPIME
2961
Evelyn Partners Investment Management (Europe)
$31.2K
MWA
2962
Miller Wealth Advisors
Colorado
$31.2K
LWMI
2963
Legacy Wealth Management (Idaho)
Idaho
$30.9K +$1.3K +32 +4%
DFA
2964
DHJJ Financial Advisors
Illinois
$30.3K +$406 +10 +1%
FIM
2965
FWL Investment Management
Texas
$30.2K +$10.1K +249 +51%
QA
2966
Quattro Advisors
Pennsylvania
$30.1K +$30K +739 New
TWM
2967
Tripletail Wealth Management
Florida
$29.4K -$6.17K -152 -17%
GK
2968
Graney & King
New York
$29.3K -$6.29K -155 -18%
IAS
2969
IMA Advisory Services
Colorado
$29.2K +$6.57K +162 +29%
RWM
2970
RMG Wealth Management
Wisconsin
$29.1K +$41 +1 +0.1%
OWP
2971
ORG Wealth Partners
Texas
$29K -$1M -24,772 -97%
CNBT
2972
Cornerstone National Bank & Trust
Illinois
$29K
BCM
2973
Boreal Capital Management
Florida
$28.9K
EWA
2974
EQ Wealth Advisors
Texas
$28.8K +$28.6K +706 New
MIM
2975
Meridiem Investment Management
United Kingdom
$28.1K