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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1601
Align Financial
Minnesota
$8.27K +$911K +8,270 New
VEA
1602
Virtus ETF Advisers
New York
$7.72K +$7.71K +70 New
DPW
1603
DiNuzzo Private Wealth
Pennsylvania
$7.5K – – –
FMP
1604
Financial Management Professionals
Texas
$7.5K -$220 -2 -3%
LWMI
1605
Legacy Wealth Management (Idaho)
Idaho
$7.39K +$4.63K +42 +168%
OA
1606
Operose Advisors
Wisconsin
$7.17K -$1.1K -10 -13%
HCM
1607
Hollencrest Capital Management
California
$7.17K – – –
EFMH
1608
E Fund Management (HK)
Hong Kong
$7.17K +$6.72K +61 +2,033%
WA
1609
Westfuller Advisors
New York
$7.09K – – –
PG
1610
Proffitt & Goodson
Tennessee
$7.06K – – –
UCB
1611
United Community Bank
South Carolina
$7.06K -$1.21K -11 -15%
SC
1612
Stephens Consulting
Michigan
$6.95K -$1.43K -13 -17%
MSWM
1613
Mowery & Schoenfeld Wealth Management
Illinois
$6.73K +$6.72K +61 New
EWM
1614
Evolution Wealth Management
Florida
$6.62K +$5.73K +52 +650%
ACA
1615
Atlas Capital Advisors
Wyoming
$6.62K +$6.61K +60 New
GTAM
1616
Global Trust Asset Management
Florida
$6.4K – – –
IWM
1617
IMG Wealth Management
Florida
$6.4K – – –
FF
1618
Friedenthal Financial
New Jersey
$6.29K – – –
MAFA
1619
MJT & Associates Financial Advisory
Minnesota
$6.29K – – –
CFG
1620
Clayton Financial Group
Missouri
$6.29K +$6.28K +57 New
JFG
1621
JDM Financial Group
Texas
$6.17K – – –
BFS
1622
Bare Financial Services
Pennsylvania
$6.07K -$551 -5 -8%
CT
1623
Clearstead Trust
Maine
$5.62K -$2.31K -21 -29%
W
1624
WealthCollab
Washington
$5.62K – – –
DWM
1625
Dogwood Wealth Management
Kansas
$5.62K +$1.87K +17 +50%