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Name Holding Trade Value Shares
Change
Change in
Stake
OneAscent Wealth Management
4901
OneAscent Wealth Management
Alabama
$2.26M -$52.9K -185 -2%
SPX Gestao de Recursos
4902
SPX Gestao de Recursos
Brazil
$2.26M +$2.23M +7,800 New
Hansen & Associates Financial Group
4903
Hansen & Associates Financial Group
California
$2.25M +$275K +960 +15%
Trevian Wealth Management
4904
Trevian Wealth Management
Massachusetts
$2.25M +$71.2K +249 +3%
Western Reserve Capital Management
4905
Western Reserve Capital Management
Ohio
$2.25M – – –
Momentum Wealth Planning
4906
Momentum Wealth Planning
Florida
$2.25M +$1.34M +4,698 +153%
Zenith Solutions
4907
Zenith Solutions
Pennsylvania
$2.24M +$2.22M +7,755 New
Valley Financial Group
4908
Valley Financial Group
Pennsylvania
$2.24M -$18.6K -65 -0.8%
Keeler Thomas Management
4909
Keeler Thomas Management
Utah
$2.24M +$58.6K +205 +3%
Richard Young Associates
4910
Richard Young Associates
Georgia
$2.24M +$28.6K +100 +1%
Lynch Investment Planning
4911
Lynch Investment Planning
Pennsylvania
$2.24M -$285K -997 -11%
Whipplewood Advisors
4912
Whipplewood Advisors
Colorado
$2.24M -$1.72M -6,021 -44%
Tolleson Wealth Management
4913
Tolleson Wealth Management
Texas
$2.23M +$5.15K +18 +0.2%
Stephenson & Company
4914
Stephenson & Company
California
$2.23M +$16.9K +59 +0.8%
Highland Financial Advisors
4915
Highland Financial Advisors
New Jersey
$2.22M +$40.3K +141 +2%
Genesis Private Wealth
4916
Genesis Private Wealth
Virginia
$2.22M -$80.7K -282 -4%
AFP
4917
Advus Financial Partners
Florida
$2.22M +$285K +998 +15%
Gaddis Premier Wealth Advisors
4918
Gaddis Premier Wealth Advisors
Oklahoma
$2.22M +$26K +91 +1%
Bosman Wealth Management
4919
Bosman Wealth Management
California
$2.21M +$572 +2 +0%
I2I
4920
Insight 2811 Inc
Illinois
$2.21M -$10.3K -36 -0.5%
Lifelong Wealth Advisors
4921
Lifelong Wealth Advisors
Minnesota
$2.21M +$57.5K +201 +3%
Beaumont Asset Management
4922
Beaumont Asset Management
Texas
$2.21M +$412K +1,441 +23%
James T. Borello RIA
4923
James T. Borello RIA
Illinois
$2.21M +$78.9K +276 +4%
Reyes Financial Architecture
4924
Reyes Financial Architecture
California
$2.21M -$305K -1,065 -12%
United Financial Planning Group
4925
United Financial Planning Group
New York
$2.21M -$84.1K -294 -4%