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Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
2976
1 North Wealth Services
Maryland
$32.3K -$4.07K -36 -10%
CW
2977
Curio Wealth
Maryland
$31.8K +$339 +3 +1%
VERPA
2978
Virginia Estate & Retirement Planning Advisors
Virginia
$31.7K +$34.9K +309 New
GFA
2979
Godfrey Financial Associates
New York
$31.3K – – –
AF
2980
Align Financial
Minnesota
$31K -$4.24M -37,536 -99%
APW
2981
Atlantic Private Wealth
North Carolina
$30.8K – – –
KFP
2982
Kerr Financial Planning
California
$30.7K +$226 +2 +0.6%
RF
2983
Robinswood Financial
Washington
$30.1K +$15.4K +136 +87%
SRCM
2984
Signature Resources Capital Management
California
$30.1K -$2.48K -22 -7%
SIM
2985
Synergy Investment Management
Florida
$29.8K +$32.7K +290 New
Loomis, Sayles & Company
2986
Loomis, Sayles & Company
Massachusetts
$29.6K -$12.6K -112 -28%
CH
2987
CDKV Holdings
Colorado
$29.4K -$50.8K -450 -61%
SSG
2988
Summit Securities Group
New York
$29.4K -$259K -2,295 -89%
CAM
2989
Clarity Asset Management
Iowa
$29.3K +$7K +62 +28%
CWM
2990
Copia Wealth Management
Oregon
$28.8K +$113 +1 +0.4%
HNW
2991
High Note Wealth
Minnesota
$28.4K +$1.24K +11 +4%
SFO
2992
Standard Family Office
South Dakota
$27.9K – – –
MNA
2993
Manning & Napier Advisors
New York
$27.6K +$11.1K +98 +57%
WG
2994
Wellington Group
Indiana
$27.1K -$11.9K -105 -28%
RS
2995
Rakuten Securities
Japan
$27K +$25.5K +226 +611%
VFM
2996
Vision Financial Markets
Connecticut
$26.3K +$113 +1 +0.4%
CMA
2997
Cedar Mountain Advisors
Oregon
$25.6K – – –
FRA
2998
Front Row Advisors
California
$24.7K – – –
JFG
2999
JDM Financial Group
Texas
$24.6K – – –
DWA
3000
Delos Wealth Advisors
Texas
$24.1K – – –