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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1526
Rexford Capital
Texas
$170K +$15.1K +100 +9%
CTWM
1527
Cherry Tree Wealth Management
Minnesota
$168K +$302 +2 +0.2%
NFSG
1528
Newbridge Financial Services Group
Florida
$168K +$33.1K +219 +24%
EWP
1529
Elevation Wealth Partners
California
$166K +$5.14K +34 +3%
AT
1530
Arlington Trust
Alabama
$162K +$22.1K +146 +15%
TFM
1531
TFC Financial Management
Massachusetts
$160K -$1.66K -11 -1%
KLWA
1532
Kelly Lawrence W & Associates
California
$157K
SIM
1533
Sentry Investment Management
Wisconsin
$156K -$51.5K -341 -24%
C
1534
Covestor
United Kingdom
$149K +$46.7K +309 +44%
CFO
1535
CVA Family Office
Colorado
$147K -$24.9K -165 -14%
WTA
1536
Washington Trust Advisors
Massachusetts
$147K +$1.97K +13 +1%
LFASL
1537
Lugano Financial Advisors SA (LFA)
Switzerland
$146K -$4.08K -27 -3%
CA
1538
Crewe Advisors
Utah
$146K +$151K +999 New
CH
1539
Cromwell Holdings
Wyoming
$141K -$43.1K -285 -23%
KFI
1540
Key Financial Inc
Pennsylvania
$141K -$14.8K -98 -9%
GCM
1541
Gables Capital Management
Florida
$140K
KA
1542
Kozak & Associates
Colorado
$138K +$605 +4 +0.3%
HIA
1543
Harbor Investment Advisory
Maryland
$130K -$239K -1,584 -64%
GSWM
1544
Golden State Wealth Management
California
$130K +$151 +1 +0.1%
FNWA
1545
Financial Network Wealth Advisors
Utah
$129K -$3.17K -21 -2%
BG
1546
Bellevue Group
Switzerland
$128K +$32.5K +215 +33%
AWM
1547
AllSquare Wealth Management
New York
$126K +$5.89K +39 +5%
TCB
1548
Texas Capital Bancshares
Texas
$126K -$542K -3,589 -81%
PPA
1549
Painted Porch Advisors
California
$125K
SIC
1550
Salem Investment Counselors
North Carolina
$122K +$1.06K +7 +0.8%