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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2501
Bourgeon Capital Management
Connecticut
$4.89K
CCC
2502
Chelsea Counsel Company
California
$4.89K
PS
2503
PayPay Securities
Japan
$4.4K -$1.21K -3 -25%
PPWM
2504
PFG Private Wealth Management
Florida
$4.4K
ARS
2505
Adirondack Retirement Specialists
New York
$3.91K
ACM
2506
Antonetti Capital Management
Florida
$3.91K +$3.22K +8 New
CCP
2507
Carmel Capital Partners
California
$3.62K -$62K -154 -96%
BWS
2508
Buck Wealth Strategies
Colorado
$3.42K
GFPC
2509
Global Financial Private Client
Florida
$3.4K
TWD
2510
True Wealth Design
Ohio
$2.93K -$15.7K -39 -87%
AFS
2511
Annapolis Financial Services
Maryland
$2.93K
TLCM
2512
Twin Lakes Capital Management
California
$2.93K
FWM
2513
Focused Wealth Management
New York
$2.44K -$40.3K -100 -95%
FSWA
2514
Financial Synergies Wealth Advisors
Texas
$2.44K -$403 -1 -17%
RFA
2515
Register Financial Advisors
Georgia
$2.44K
MBFW
2516
Morton Brown Family Wealth
Pennsylvania
$1.47K
UFF
2517
USA Financial Formulas
Michigan
$1.47K
PI
2518
PEAK6 Investments
Illinois
$1.16K
DWA
2519
Delos Wealth Advisors
Texas
$978
LFA
2520
Level Financial Advisors
New York
$978 +$806 +2 New
SWM
2521
Sanctuary Wealth Management
Idaho
$489 +$403 +1 New
GQG Partners
2522
GQG Partners
Florida
-$557M -1,445,626 Closed
JMPWA
2523
JP Morgan Private Wealth Advisors
California
-$140M -362,425 Closed
William Blair Investment Management
2524
William Blair Investment Management
Illinois
-$114M -296,026 Closed
VFCM
2525
Valley Forge Capital Management
Florida
-$94.9M -246,305 Closed