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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2926
Roble Belko & Company
Pennsylvania
$57K +$57.8K +500 New
AFM
2927
Aspetuck Financial Management
Connecticut
$56.6K +$57.8K +500 New
NRWA
2928
North Ridge Wealth Advisors
Oregon
$56.6K +$57.8K +500 New
CWM
2929
Centricity Wealth Management
Ohio
$55.3K +$56.5K +489 New
QL
2930
Quarry LP
New York
$55.2K -$174K -1,506 -76%
CM
2931
Capula Management
Cayman Islands
$54.9K -$367K -3,174 -87%
RWM
2932
Ruedi Wealth Management
Illinois
$54.1K +$116 +1 +0.2%
SFO
2933
Standard Family Office
South Dakota
$53.5K – – –
BFP
2934
Briaud Financial Planning
Texas
$53K – – –
NECFA
2935
New England Capital Financial Advisors
Connecticut
$52.2K – – –
RDFA
2936
Ritter Daniher Financial Advisory
Ohio
$51.5K +$28.9K +250 +122%
HC
2937
Hoese & Co
Minnesota
$50.9K – – –
IWP
2938
IAG Wealth Partners
Wisconsin
$50.4K +$8.67K +75 +20%
PWMG
2939
Private Wealth Management Group
New Jersey
$50K +$5.43K +47 +12%
MAM
2940
Meeder Asset Management
Ohio
$49.1K -$3.58K -31 -7%
CW
2941
Curio Wealth
Maryland
$48.9K +$49.9K +432 New
DCM
2942
Davis Capital Management
Florida
$48.5K – – –
GFL
2943
Granite FO LLC
New Hampshire
$48.1K – – –
RCA
2944
Runnymede Capital Advisors
Ohio
$47.2K +$48.2K +417 New
SWA
2945
SOA Wealth Advisors
New York
$45.5K -$51.5K -446 -53%
CAM
2946
Clarity Asset Management
Iowa
$45.3K -$462 -4 -1%
FW
2947
Fairway Wealth
Ohio
$45.2K +$46.2K +400 New
HWP
2948
Highline Wealth Partners
California
$44.7K +$8.09K +70 +22%
FRA
2949
Front Row Advisors
California
$44.1K – – –
FDW
2950
Fourth Dimension Wealth
Ohio
$43.3K +$44.3K +383 New