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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2451
Financial Management Professionals
Texas
$11.6K -$24.1K -71 -68%
BWM
2452
Bernard Wealth Management
Michigan
$11.6K – – –
HIA
2453
HFM Investment Advisors
New Jersey
$11.6K +$9.52K +28 +560%
CFM
2454
Cornerstone Financial Management
Massachusetts
$11.6K +$11.2K +33 New
MFT
2455
Moisand Fitzgerald Tamayo
Florida
$11.2K – – –
AI
2456
Atomic Invest
New York
$11.1K +$10.9K +32 New
BGA
2457
Battery Global Advisors
Massachusetts
$10.5K – – –
CYG
2458
Clean Yield Group
Vermont
$10.5K – – –
PWA
2459
Principia Wealth Advisory
Texas
$10.5K +$3.74K +11 +58%
BW
2460
Basepoint Wealth
Iowa
$10.5K +$10.2K +30 New
DCM
2461
Dorato Capital Management
Colorado
$10.4K +$11.6K +34 New
VWA
2462
Valued Wealth Advisors
Utah
$9.81K -$340 -1 -3%
HC
2463
Hara Capital
Washington
$9.8K – – –
PS
2464
PayPay Securities
Japan
$9.45K +$3.4K +10 +59%
LWM
2465
Lodestone Wealth Management
Washington
$9.45K +$9.18K +27 New
IUHSA
2466
Itau Unibanco Holding S.A.
Brazil
$8.75K -$115K -339 -93%
CNBT
2467
Cornerstone National Bank & Trust
Illinois
$8.75K – – –
CWM
2468
Cranbrook Wealth Management
Michigan
$8.75K – – –
SA
2469
SRH Advisors
Kansas
$8.75K – – –
BC
2470
Barrett & Company
Rhode Island
$8.05K – – –
ACA
2471
Atlas Capital Advisors
Wyoming
$8.05K +$7.82K +23 New
NEWAS
2472
N.E.W. Advisory Services
Wisconsin
$7.7K -$72.4K -213 -91%
BWM
2473
Bullock Wealth Management
Indiana
$7.7K – – –
TFM
2474
TFC Financial Management
Massachusetts
$7.7K +$1.02K +3 +16%
FFC
2475
First Financial Corp
Indiana
$7.35K -$47.6K -140 -87%