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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
3151
IMG Wealth Management
Florida
$38.6K +$15.2K +119 +63%
CW
3152
Curio Wealth
Maryland
$38.3K
GFA
3153
Godfrey Financial Associates
New York
$38.2K +$38.9K +305 New
AF
3154
Align Financial
Minnesota
$37.8K +$4.82M +37,838 New
APW
3155
Atlantic Private Wealth
North Carolina
$37.6K
BOTPPF
3156
Board of the Pension Protection Fund
United Kingdom
$37.6K +$38.2K +300 New
SC
3157
Swan Capital
Florida
$37.5K +$13.2K +104 +53%
RWM
3158
Raffa Wealth Management
District of Columbia
$36K +$4.2K +33 +13%
KFP
3159
Kerr Financial Planning
California
$35.6K +$127 +1 +0.3%
HI
3160
Hoey Investments
Pennsylvania
$35.1K
CWM
3161
Copia Wealth Management
Oregon
$35.1K
LSA
3162
Leonteq Securities AG
Switzerland
$35.1K -$86.6K -680 -71%
SFO
3163
Standard Family Office
South Dakota
$34.1K
HNW
3164
High Note Wealth
Minnesota
$33.3K +$5.48K +43 +19%
PMIM
3165
Prudent Man Investment Management
Colorado
$32.7K +$33.3K +261 New
NWM
3166
Nova Wealth Management
Florida
$32.5K -$2.55K -20 -7%
VFM
3167
Vision Financial Markets
Connecticut
$31.9K +$127 +1 +0.4%
BGWM
3168
Bridge Generations Wealth Management
Florida
$31.3K
CMA
3169
Cedar Mountain Advisors
Oregon
$31.3K -$892 -7 -3%
FRA
3170
Front Row Advisors
California
$30.1K
JFG
3171
JDM Financial Group
Texas
$30.1K
DWA
3172
Delos Wealth Advisors
Texas
$29.4K
NL
3173
NorthAvenue LLC
Ohio
$29.4K +$29.9K +235 New
ISWM
3174
Intesa Sanpaolo Wealth Management
$28.8K +$29.3K +230 New
HFS
3175
Horizon Financial Services
North Carolina
$28.2K -$15.4K -121 -35%