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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Crewe Advisors
Utah
$53.3K
GI
552
GAMMA Investing
California
$51.6K +$12.7K +96 +37%
KFI
553
Key Financial Inc
Pennsylvania
$49.2K
BC
554
Bayforest Capital
United Kingdom
$48.9K -$78.8K -595 -64%
EP
555
Essential Partners
California
$43.7K
AG
556
AmeriFlex Group
Nevada
$42.3K -$79.5K -600 -67%
CIAM
557
Caitong International Asset Management
Hong Kong
$41.3K -$230K -1,738 -86%
FFO
558
Fortitude Family Office
Arizona
$38.4K
TCOV
559
Trust Company of Vermont
Vermont
$37.4K
CAL
560
Capital Analysts LLC
Pennsylvania
$35K -$927 -7 -3%
W
561
WealthCollab
Washington
$34.4K
CA
562
CoreCap Advisors
Michigan
$32.6K
FHA
563
Flagship Harbor Advisors
Massachusetts
$32.4K -$231K -1,745 -89%
PCM
564
Peregrine Capital Management
Minnesota
$30.2K
GWM
565
Greenline Wealth Management
Florida
$30K +$27.5K +208 New
HCA
566
Harbor Capital Advisors
Illinois
$27K +$24.6K +186 New
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$26.5K +$24.4K +184 New
NS
568
NBC Securities
Alabama
$23K -$1.32K -10 -6%
IA
569
IFP Advisors
Florida
$22.7K
TWD
570
True Wealth Design
Ohio
$22.4K
PUI
571
Purpose Unlimited Inc
$21.6K +$19.9K +150 New
ZBNA
572
Zions Bancorporation, National Association
Utah
$21.4K
SIC
573
SJS Investment Consulting
Ohio
$21K +$19.3K +146 New
BWA
574
Basecamp Wealth Advisors
Washington
$20.1K +$18.5K +140 New
BWL
575
Bogart Wealth LLC
Virginia
$20K