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Name Holding Trade Value Shares
Change
Change in
Stake
WW
1601
Winnow Wealth
Texas
$1.57K +$1.47K +14 New
FNWA
1602
Financial Network Wealth Advisors
Utah
$1.45K – – –
TCM
1603
TD Capital Management
Tennessee
$1.35K – – –
EWP
1604
Elevation Wealth Partners
California
$1.25K +$1.16K +11 New
WA
1605
WestEnd Advisors
North Carolina
$1.23K +$105 +1 +10%
SA
1606
Seneschal Advisors
Washington
$1.23K +$1.16K +11 New
TCB
1607
Texas Capital Bancshares
Texas
$1.12K +$1.05K +10 New
SWA
1608
SOA Wealth Advisors
New York
$1.1K – – –
FFA
1609
Frazier Financial Advisors
Ohio
$1.1K +$1.05K +10 New
OBWP
1610
O'Brien Wealth Partners
Massachusetts
$1K -$105 -1 -10%
HBW
1611
Hazlett, Burt & Watson
West Virginia
$1K +$525 +5 New
BLC
1612
Brown, Lisle/Cummings
Rhode Island
$894 – – –
IAS
1613
IMA Advisory Services
Colorado
$894 – – –
EWM
1614
Evolution Wealth Management
Florida
$894 +$840 +8 New
QWM
1615
Quaker Wealth Management
New Jersey
$782 -$105 -1 -13%
SFCL
1616
Strengthening Families & Communities LLC
Massachusetts
$677 +$630 +6 New
AT
1617
Avalon Trust
New Mexico
$671 +$630 +6 New
RS
1618
Rakuten Securities
Japan
$670 +$210 +2 +50%
BIM
1619
Breakwater Investment Management
Washington
$559 +$525 +5 New
DF
1620
DecisionPoint Financial
Arizona
$554 – – –
EFMH
1621
E Fund Management (HK)
Hong Kong
$335 +$315 +3 New
CPG
1622
Cornerstone Planning Group
New Jersey
$318 -$13.7K -130 -98%
RWS
1623
Retirement Wealth Solutions
Wisconsin
$224 +$210 +2 New
HNW
1624
High Note Wealth
Minnesota
$223 – – –
YDMI
1625
Y.D. More Investments
Israel
$132 -$6.93K -66 -14%