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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Life Advisors
5851
Financial Life Advisors
Texas
$508K -$858 -3 -0.2%
Value Partners Investments
5852
Value Partners Investments
Manitoba, Canada
$506K +$34.3K +120 +7%
Kickstand Ventures
5853
Kickstand Ventures
New York
$505K -$5.15K -18 -1%
Stage Harbor Financial
5854
Stage Harbor Financial
Massachusetts
$504K +$57.2K +200 +13%
Rachor Investment Advisory Services
5855
Rachor Investment Advisory Services
Michigan
$504K -$2.57K -9 -0.5%
AA
5856
AF Advisors
California
$502K -$2K -7 -0.4%
OxenFree Capital
5857
OxenFree Capital
Florida
$502K -$5.15K -18 -1%
Beacon Hill Wealth Management
5858
Beacon Hill Wealth Management
$501K +$496K +1,733 New
Arbor Wealth Advisors
5859
Arbor Wealth Advisors
Michigan
$500K +$20.6K +72 +4%
Hippocratic Financial Advisors
5860
Hippocratic Financial Advisors
California
$500K +$8.58K +30 +2%
GL
5861
GHE LLC
Tennessee
$499K – – –
Stewardship Concepts Financial Services
5862
Stewardship Concepts Financial Services
Washington
$497K -$80.9K -283 -14%
Delta Global Management
5863
Delta Global Management
New York
$497K +$491K +1,716 New
GEN Financial Management
5864
GEN Financial Management
Minnesota
$495K -$12.6K -44 -3%
Luminist Capital
5865
Luminist Capital
Michigan
$495K +$176K +614 +57%
Boston Standard Wealth Management
5866
Boston Standard Wealth Management
Massachusetts
$495K -$410K -1,435 -46%
Kitching Partners
5867
Kitching Partners
Pennsylvania
$495K +$123K +431 +34%
EWA
5868
ERTS Wealth Advisors
Michigan
$494K +$109K +382 +29%
Family Legacy Financial Solutions
5869
Family Legacy Financial Solutions
North Carolina
$493K -$9.44K -33 -2%
Outlook Capital Management
5870
Outlook Capital Management
Illinois
$492K +$487K +1,701 New
Bristlecone Value Partners
5871
Bristlecone Value Partners
California
$492K -$286 -1 -0.1%
Glaxis Capital Management
5872
Glaxis Capital Management
Florida
$492K -$372K -1,300 -43%
Client First Capital
5873
Client First Capital
California
$491K – – –
Perspective Wealth Advisors
5874
Perspective Wealth Advisors
Colorado
$491K +$62.6K +219 +15%
Providence Financial Advisors
5875
Providence Financial Advisors
Kansas
$491K -$14.6K -51 -3%