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26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1051
AGM
Alpine Global Management
New York
$260K +$225K 1 0.04% New
1052
QI
Qtron Investments
Massachusetts
$259K -$66.4K 1 0.03% Reduced
1053
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$258K -$5.55K 2 0.08% Reduced
1054
IFWM
Institute for Wealth Management
Colorado
$257K -$26.6K 4 0.02% Reduced
1055
FDP
Financiere des Professionnels
Quebec, Canada
$256K +$41.4K 1 0.01% Increased
1056
MCM
Monument Capital Management
Virginia
$255K -$48.8K 1 0.05% Reduced
1057
WWC
Waypoint Wealth Counsel
Georgia
$253K -$152K 1 0.16% Reduced
1058
CSPIA
Cary Street Partners Investment Advisory
Virginia
$253K +$6.71K 1 0.05% Increased
1059
Martingale Asset Management
Martingale Asset Management
Massachusetts
$250K +$261K 1 0.01% New
1060
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$250K -$93.1K 1 0.01% Reduced
1061
AWC
Abundance Wealth Counselors
Pennsylvania
$247K +$8.48K 1 0.02% Increased
1062
TAL
TIG Advisors LLC
New York
$245K +$290K 1 0.01% New
1063
MWM
Marion Wealth Management
Pennsylvania
$245K +$269K 1 0.05% New
1064
WAS
Westco Advisory Services
New York
$244K -$6.18K 1 0.15% Reduced
1065
BWM
BlackDiamond Wealth Management
New York
$244K -$13.6K 1 0.1% Reduced
1066
Krane Funds Advisors
Krane Funds Advisors
New York
$244K +$255K 1 0.01% New
1067
IA
Inspire Advisors
Idaho
$242K +$252K 1 0.02% New
1068
PWA
Pitcairn Wealth Advisors
Pennsylvania
$242K +$5.93K 1 0.03% Increased
1069
S
SimplyRich
California
$241K -$14.4K 1 0.06% Reduced
1070
VA
VestGen Advisors
Illinois
$240K -$44.5K 1 0.01% Reduced
1071
CSI
Cross Staff Investments
New York
$240K +$208K 1 0.14% New
1072
PTP
Platform Technology Partners
New York
$238K -$178K 1 0.04% Reduced
1073
XC
XY Capital
Hong Kong
$238K -$1.79M 1 0.23% Reduced
1074
NIA
NIA Impact Advisors
California
$238K -$285K 1 0.1% Reduced
1075
Diversified Trust
Diversified Trust
Tennessee
$236K +$194K 2 0% Increased