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Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1501
First Pacific Financial
Washington
$10.5K – – –
PWMG
1502
Prestige Wealth Management Group
New Jersey
$10.4K – – –
NCM
1503
Northwest Capital Management
Oregon
$10.3K – – –
VCM
1504
Versant Capital Management
Arizona
$9.95K – – –
LOIP
1505
Live Oak Investment Partners
Texas
$9.84K – – –
WFA
1506
Wells Financial Advisors
Massachusetts
$9.5K +$8.64K +85 New
FFL
1507
Financial Freedom LLC
Ohio
$9.3K – – –
HWP
1508
Highline Wealth Partners
California
$9.28K +$1.22K +12 +17%
WAS
1509
Winch Advisory Services
Wisconsin
$8.89K +$102 +1 +1%
Kayne Anderson Rudnick Investment Management
1510
Kayne Anderson Rudnick Investment Management
California
$8.81K -$610 -6 -7%
CPA
1511
Capital Performance Advisors
California
$8.75K +$7.93K +78 New
RWM
1512
Ruedi Wealth Management
Illinois
$8.72K -$915 -9 -10%
MFA
1513
McClarren Financial Advisors
Pennsylvania
$8K -$1.63K -16 -18%
LSA
1514
Leonteq Securities AG
Switzerland
$7.49K +$203 +2 +3%
HCM
1515
Hollencrest Capital Management
California
$7.27K – – –
PG
1516
Proffitt & Goodson
Tennessee
$7.16K +$6.5K +64 New
HF
1517
Halpern Financial
Virginia
$6.97K – – –
PCWA
1518
Pacific Capital Wealth Advisors
California
$6.71K – – –
AW
1519
Avion Wealth
Texas
$6K – – –
CWC
1520
Carolinas Wealth Consulting
North Carolina
$5.93K +$508 +5 +10%
FIM
1521
FWL Investment Management
Texas
$5.92K – – –
TWD
1522
True Wealth Design
Ohio
$5.78K -$30.5K -300 -85%
W
1523
WealthCollab
Washington
$5.7K – – –
WPA
1524
West Paces Advisors
Georgia
$5.59K -$4.07K -40 -44%
ACA
1525
Atlas Capital Advisors
Wyoming
$5.14K – – –