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Name Holding Trade Value Shares
Change
Change in
Stake
North Berkeley Wealth Management
5276
North Berkeley Wealth Management
California
$733K +$16.6K +66 +2%
Bravera Wealth
5277
Bravera Wealth
North Dakota
$733K +$33.9K +135 +5%
HTG Investment Advisors
5278
HTG Investment Advisors
Connecticut
$731K -$28.9K -115 -4%
10Elms LLP
5279
10Elms LLP
Oklahoma
$730K +$54.7K +218 +8%
New England Capital Financial Advisors
5280
New England Capital Financial Advisors
Connecticut
$730K -$22.6K -90 -3%
Alaska Wealth Advisors
5281
Alaska Wealth Advisors
Alaska
$729K -$78.6K -313 -9%
Silvia McColl Wealth Management
5282
Silvia McColl Wealth Management
California
$726K -$7.53K -30 -1%
Mallini Complete Financial Planning
5283
Mallini Complete Financial Planning
Florida
$725K – – –
Peak Financial Management
5284
Peak Financial Management
Massachusetts
$725K -$96.6K -385 -11%
GWM
5285
Global Wealth Management
New Jersey
$725K -$329K -1,310 -30%
Johnson Bixby & Associates
5286
Johnson Bixby & Associates
Washington
$724K +$33.6K +134 +5%
Wealth Care LLC
5287
Wealth Care LLC
Florida
$720K -$4.02K -16 -0.5%
Droms Strauss Advisors
5288
Droms Strauss Advisors
Missouri
$718K +$189K +751 +33%
Abound Financial
5289
Abound Financial
California
$718K – – –
RMG Wealth Management
5290
RMG Wealth Management
Wisconsin
$718K -$21.1K -84 -3%
Comprehensive Money Management Services
5291
Comprehensive Money Management Services
Florida
$717K +$6.28K +25 +0.8%
S&T Bank
5292
S&T Bank
Pennsylvania
$717K +$101K +404 +16%
MA Private Wealth
5293
MA Private Wealth
California
$716K -$66K -263 -8%
AF
5294
ASL Financial
California
$715K +$42.7K +170 +6%
PIM
5295
Pullen Investment Management
Florida
$714K -$3.51K -14 -0.5%
Optimize Financial
5296
Optimize Financial
California
$714K -$2.51K -10 -0.3%
Sound Capital Solutions
5297
Sound Capital Solutions
Florida
$714K +$752K +2,995 New
Lauer Wealth
5298
Lauer Wealth
Indiana
$712K -$177K -704 -20%
Landmark Wealth Management (New York)
5299
Landmark Wealth Management (New York)
New York
$712K +$6.78K +27 +0.9%
KL
5300
Keenan LLC
Massachusetts
$711K -$46.9K -187 -6%