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Name Holding Trade Value Shares
Change
Change in
Stake
BG
1751
Bollard Group
Massachusetts
$187K +$183K +175 New
JSAM
1752
J. Safra Asset Management
New York
$183K +$111K +106 +163%
PWM
1753
Proathlete Wealth Management
Florida
$182K +$73K +70 +70%
MA
1754
MCF Advisors
Kentucky
$174K +$21.9K +21 +15%
SMFG
1755
Sumitomo Mitsui Financial Group
Japan
$171K +$167K +160 New
NFSG
1756
Newbridge Financial Services Group
Florida
$168K – – –
PP
1757
Pacifica Partners
Canada
$159K +$3.13K +3 +2%
TFA
1758
Toth Financial Advisory
Virginia
$159K +$2.09K +2 +1%
WA
1759
Westfuller Advisors
New York
$158K – – –
OCM
1760
Orion Capital Management
California
$157K – – –
PWMA
1761
Pension & Wealth Management Advisors
Massachusetts
$155K +$82.4K +79 +120%
OP
1762
ORG Partners
Indiana
$155K -$3.13K -3 -2%
HHCP
1763
Hilton Head Capital Partners
South Carolina
$146K +$142K +136 New
CT
1764
Clearstead Trust
Maine
$144K +$22.9K +22 +19%
ACA
1765
Atlas Capital Advisors
Wyoming
$143K +$140K +134 New
SSG
1766
Summit Securities Group
New York
$142K +$64.7K +62 +87%
GWM
1767
Greenline Wealth Management
Florida
$140K +$137K +131 New
W
1768
WealthCollab
Washington
$138K – – –
KBC Group
1769
KBC Group
Belgium
$137K – – –
RA
1770
Rational Advisors
New York
$137K +$15.6K +15 +13%
P
1771
Palladiem
Pennsylvania
$136K +$132K +127 New
PWA
1772
Physician Wealth Advisors
Utah
$135K +$37.6K +36 +40%
OC
1773
Oakworth Capital
Alabama
$135K – – –
PB
1774
Pinnacle Bancorp
Nebraska
$135K – – –
FNWA
1775
Financial Network Wealth Advisors
Utah
$135K +$6.26K +6 +5%