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Name Holding Trade Value Shares
Change
Change in
Stake
TC
551
Truvestments Capital
Florida
$53.6K – – –
CA
552
Crewe Advisors
Utah
$53.3K – – –
GAMMA Investing
553
GAMMA Investing
California
$51.6K +$12.7K +96 +37%
KFI
554
Key Financial Inc
Pennsylvania
$49.2K – – –
BC
555
Bayforest Capital
United Kingdom
$48.9K -$78.8K -595 -64%
EP
556
Essential Partners
California
$43.7K – – –
AG
557
AmeriFlex Group
Nevada
$42.3K -$79.5K -600 -67%
CIAM
558
Caitong International Asset Management
Hong Kong
$41.3K -$230K -1,738 -86%
FFO
559
Fortitude Family Office
Arizona
$38.4K – – –
TCOV
560
Trust Company of Vermont
Vermont
$37.4K – – –
Capital Analysts LLC
561
Capital Analysts LLC
Pennsylvania
$35K -$927 -7 -3%
W
562
WealthCollab
Washington
$34.4K – – –
CoreCap Advisors
563
CoreCap Advisors
Michigan
$32.6K – – –
FHA
564
Flagship Harbor Advisors
Massachusetts
$32.4K -$231K -1,745 -89%
Peregrine Capital Management
565
Peregrine Capital Management
Minnesota
$30.2K – – –
GWM
566
Greenline Wealth Management
Florida
$30K +$27.5K +208 New
HCA
567
Harbor Capital Advisors
Illinois
$27K +$24.6K +186 New
PWPS
568
Pinnacle Wealth Planning Services
Ohio
$26.5K +$24.4K +184 New
NS
569
NBC Securities
Alabama
$23K -$1.32K -10 -6%
IFP Advisors
570
IFP Advisors
Florida
$22.7K – – –
TWD
571
True Wealth Design
Ohio
$22.4K – – –
PUI
572
Purpose Unlimited Inc
$21.6K +$19.9K +150 New
ZBNA
573
Zions Bancorporation, National Association
Utah
$21.4K – – –
SIC
574
SJS Investment Consulting
Ohio
$21K +$19.3K +146 New
BWA
575
Basecamp Wealth Advisors
Washington
$20.1K +$18.5K +140 New