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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2976
Swan Capital
Florida
$51.6K -$16.1K -343 -22%
FMP
2977
Financial Management Professionals
Texas
$51.5K -$16.9K -361 -23%
PIS
2978
POM Investment Strategies
North Carolina
$50.6K -$273K -5,818 -83%
BHWM
2979
Bay Harbor Wealth Management
Maryland
$49.2K +$30K +639 +122%
MPW
2980
MASECO Private Wealth
$48.7K -$8.12K -173 -13%
SA
2981
Strategic Advocates
Utah
$48.5K – – –
VWA
2982
Valued Wealth Advisors
Utah
$48.4K -$516 -11 -1%
T
2983
Tidemark
California
$47.5K +$188 +4 +0.4%
MFS
2984
Montgomery Financial Services
Maryland
$47.2K +$52.3K +1,114 New
GJIA
2985
Glass Jacobson Investment Advisors
Maryland
$46.3K +$9.95K +212 +24%
WCM
2986
Winthrop Capital Management
Indiana
$46K – – –
HIA
2987
HFM Investment Advisors
New Jersey
$46K +$4.03K +86 +9%
BAM
2988
Bellevue Asset Management
Washington
$46K -$1.36K -29 -3%
SA
2989
Seneschal Advisors
Washington
$45.8K -$17.6K -375 -26%
KFG
2990
Kingdom Financial Group
Arizona
$45.7K +$22.4K +477 +79%
EFMH
2991
E Fund Management (HK)
Hong Kong
$45.2K +$24.1K +513 +93%
WPA
2992
West Paces Advisors
Georgia
$44.9K +$49.7K +1,060 New
HIW
2993
Holos Integrated Wealth
Pennsylvania
$44.6K – – –
RWM
2994
Raffa Wealth Management
District of Columbia
$44K -$8.3K -177 -15%
APW
2995
Acima Private Wealth
Virginia
$44K – – –
ASCM
2996
Adkins Seale Capital Management
Louisiana
$43K – – –
BSC
2997
Brown Shipley & Co
United Kingdom
$42.9K – – –
FIM
2998
FWL Investment Management
Texas
$42.8K +$13.9K +297 +42%
VL
2999
Vima LLC
Michigan
$42.3K +$46.9K +999 New
PMFA
3000
Plante Moran Financial Advisors
Michigan
$42.1K -$20K -427 -30%