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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2651
Rise Advisors
New York
$133K -$31.2K -105 -17%
HNW
2652
High Note Wealth
Minnesota
$131K +$150K +504 New
PA
2653
PSI Advisors
Florida
$131K +$30K +101 +25%
FC
2654
Family CFO
California
$130K
SHF
2655
Safe Harbor Fiduciary
Florida
$130K +$148K +500 New
PSFG
2656
Park Square Financial Group
Georgia
$130K +$148K +499 New
CPBTD
2657
Central Pacific Bank - Trust Division
Hawaii
$130K -$687K -2,315 -82%
CIAM
2658
Caitong International Asset Management
Hong Kong
$130K +$148K +498 New
CTWM
2659
Cherry Tree Wealth Management
Minnesota
$124K
PSB
2660
Piscataqua Savings Bank
New Hampshire
$123K
LG
2661
LAM Group
Oregon
$120K
SIA
2662
Sit Investment Associates
Minnesota
$120K
MTC
2663
Matrix Trust Company
Colorado
$120K +$103K +346 +306%
PP
2664
Pingora Partners
Wyoming
$119K
SL
2665
Salomon & Ludwin
Virginia
$118K -$890 -3 -0.7%
DRP
2666
Decker Retirement Planning
Utah
$117K +$134K +450 New
MA
2667
Modus Advisors
Minnesota
$116K -$2.06M -6,929 -94%
OLVIG
2668
Oliver Lagore Vanvalin Investment Group
Michigan
$113K
C
2669
Covestor
United Kingdom
$112K -$8.31K -28 -6%
WTFG
2670
Wood Tarver Financial Group
Idaho
$111K +$126K +426 New
FDCP
2671
Foster Dykema Cabot & Partners
Massachusetts
$109K -$99.1K -334 -44%
CSPIA
2672
Cary Street Partners Investment Advisory
Virginia
$108K -$3.51M -11,835 -97%
CCA
2673
Catalyst Capital Advisors
New York
$108K
CCM
2674
Copeland Capital Management
Pennsylvania
$107K
FCMT
2675
Founders Capital Management (Texas)
Texas
$107K