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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1501
Prestige Wealth Management Group
New Jersey
$10.4K
NCM
1502
Northwest Capital Management
Oregon
$10.3K
VCM
1503
Versant Capital Management
Arizona
$9.95K
LOIP
1504
Live Oak Investment Partners
Texas
$9.84K
WFA
1505
Wells Financial Advisors
Massachusetts
$9.5K +$8.64K +85 New
FFL
1506
Financial Freedom LLC
Ohio
$9.3K
HWP
1507
Highline Wealth Partners
California
$9.28K +$1.22K +12 +17%
WAS
1508
Winch Advisory Services
Wisconsin
$8.89K +$102 +1 +1%
Kayne Anderson Rudnick Investment Management
1509
Kayne Anderson Rudnick Investment Management
California
$8.81K -$610 -6 -7%
CPA
1510
Capital Performance Advisors
California
$8.75K +$7.93K +78 New
RWM
1511
Ruedi Wealth Management
Illinois
$8.72K -$915 -9 -10%
MFA
1512
McClarren Financial Advisors
Pennsylvania
$8K -$1.63K -16 -18%
LSA
1513
Leonteq Securities AG
Switzerland
$7.49K +$203 +2 +3%
HCM
1514
Hollencrest Capital Management
California
$7.27K
PG
1515
Proffitt & Goodson
Tennessee
$7.16K +$6.5K +64 New
HF
1516
Halpern Financial
Virginia
$6.97K
PCWA
1517
Pacific Capital Wealth Advisors
California
$6.71K
AW
1518
Avion Wealth
Texas
$6K
CWC
1519
Carolinas Wealth Consulting
North Carolina
$5.93K +$508 +5 +10%
FIM
1520
FWL Investment Management
Texas
$5.92K
TWD
1521
True Wealth Design
Ohio
$5.78K -$30.5K -300 -85%
W
1522
WealthCollab
Washington
$5.7K
WPA
1523
West Paces Advisors
Georgia
$5.59K -$4.07K -40 -44%
ACA
1524
Atlas Capital Advisors
Wyoming
$5.14K
1IA
1525
1620 Investment Advisors
Massachusetts
$5.12K +$813 +8 +21%