Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
2501
Hager Investment Management Services
New Hampshire
$3.98K -$911 -4 -17%
UCB
2502
United Community Bank
South Carolina
$3.38K – – –
XC
2503
XY Capital
Hong Kong
$2.98K +$3.42K +15 New
RWM
2504
Raffa Wealth Management
District of Columbia
$2.79K +$911 +4 +40%
IWS
2505
Intentional Wealth Strategies
Colorado
$2.79K +$3.19K +14 New
1IA
2506
1620 Investment Advisors
Massachusetts
$2.59K – – –
PWS
2507
Peterson Wealth Services
Utah
$2.59K – – –
Q1WB
2508
Quest 10 Wealth Builders
Virginia
$2.39K -$683 -3 -20%
PWA
2509
Portus Wealth Advisors
North Carolina
$2.39K +$2.73K +12 New
LA
2510
LM Advisors
California
$2.29K -$9.56K -42 -8%
VFM
2511
Vision Financial Markets
Connecticut
$2.19K – – –
OAJ
2512
Ogorek Anthony Joseph
New York
$2K – – –
TBFA
2513
Three Bearings Fiduciary Advisors
New Hampshire
$1.99K -$3.42K -15 -60%
AP
2514
Atwood & Palmer
Missouri
$1.99K +$2.28K +10 New
USB
2515
Union Savings Bank
Connecticut
$1.99K +$2.28K +10 New
T
2516
Tidemark
California
$1.59K +$1.14K +5 +167%
BWM
2517
Bernard Wealth Management
Michigan
$1.39K – – –
MSWM
2518
Mowery & Schoenfeld Wealth Management
Illinois
$1.2K – – –
CIAM
2519
Caitong International Asset Management
Hong Kong
$1.19K +$1.37K +6 New
WCM
2520
Winthrop Capital Management
Indiana
$1K – – –
TM
2521
Torren Management
California
$995 -$36.4K -160 -97%
CIAS
2522
CBIZ Investment Advisory Services
Ohio
$995 -$24.1K -106 -95%
TWM
2523
TopTier Wealth Management
Wisconsin
$995 +$1.14K +5 New
MWA
2524
Merkkuri Wealth Advisors
New York
$891 +$911 +4 New
BWM
2525
Benson Wealth Management
Tennessee
$796 – – –