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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1801
Private Wealth Asset Management
Iowa
$7.49K – – –
CWM
1802
Centricity Wealth Management
Ohio
$7.33K – – –
SHM
1803
Sagard Holdings Management
Ontario, Canada
$7.17K +$7.29K +46 New
WWM
1804
Wolff Wiese Magana
California
$7.02K +$793 +5 +13%
BCWM
1805
Ball & Co Wealth Management
Tennessee
$7K – – –
HCM
1806
Hollencrest Capital Management
California
$6.86K -$56.8K -358 -89%
FG
1807
Fairman Group
Pennsylvania
$6.86K – – –
WCM
1808
WealthTrak Capital Management
Virginia
$6.55K +$4.76K +30 +250%
DWM
1809
Dogwood Wealth Management
Kansas
$6.47K +$3.65K +23 +128%
LAM
1810
Lummis Asset Management
Texas
$6.24K – – –
PCM
1811
Penserra Capital Management
California
$6K – – –
KG
1812
Kilter Group
New York
$5.93K +$6.03K +38 New
HWA
1813
HHM Wealth Advisors
Tennessee
$5.92K – – –
IWM
1814
IMG Wealth Management
Florida
$5.77K +$5.87K +37 New
BHWM
1815
Bay Harbor Wealth Management
Maryland
$5.61K +$1.43K +9 +33%
DFA
1816
DHJJ Financial Advisors
Illinois
$5.3K – – –
DPW
1817
DiNuzzo Private Wealth
Pennsylvania
$4.99K -$159 -1 -3%
HWP
1818
Highline Wealth Partners
California
$4.85K +$317 +2 +7%
PP
1819
Pacifica Partners
Canada
$4.68K +$2.38K +15 +100%
CFS
1820
CGC Financial Services
Oregon
$4.52K -$1.74K -11 -28%
HIA
1821
HFM Investment Advisors
New Jersey
$4.52K +$793 +5 +21%
HHGA
1822
Halbert Hargrove Global Advisors
California
$4.52K +$1.43K +9 +45%
PW
1823
Pandora Wealth
Illinois
$4.05K +$4.12K +26 New
MLA
1824
MB, Levis & Associates
Pennsylvania
$3.9K – – –
NECFA
1825
New England Capital Financial Advisors
Connecticut
$3.9K – – –