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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
801
True Wealth Design
Ohio
$41.5K +$490 +3 +1%
CAL
802
Capital Advisors Ltd
Ohio
$41K
SWM
803
SHP Wealth Management
Massachusetts
$39.2K +$36.4K +223 New
SSG
804
Summit Securities Group
New York
$38.5K +$27.8K +170 +347%
MAM
805
Meeder Asset Management
Ohio
$38K +$27K +165 +324%
HI
806
Harbour Investments
Wisconsin
$37.8K +$1.31K +8 +4%
W
807
WealthCollab
Washington
$36.3K
DE
808
DV Equities
Illinois
$36.1K +$33.5K +205 New
VFM
809
Vision Financial Markets
Connecticut
$35.2K
EWP
810
Elevation Wealth Partners
California
$35.2K +$26.3K +161 +413%
SFG
811
Strive Financial Group
Indiana
$35.2K +$32.7K +200 New
GA
812
GoalVest Advisory
New York
$34.8K +$32.3K +198 New
QPBE
813
Quintet Private Bank (Europe)
Luxembourg
$34.3K -$9.8K -60 -24%
KFAS
814
Keating Financial Advisory Services
Kansas
$34.3K +$31.9K +195 New
MCM
815
MV Capital Management
Maryland
$34.1K
PWA
816
Principia Wealth Advisory
Texas
$32.6K
RFP
817
Root Financial Partners
California
$32.6K +$20.1K +123 +198%
PTC
818
Private Trust Company
Ohio
$30.8K +$3.27K +20 +13%
FHC
819
First Horizon Corporation
Tennessee
$29.7K +$27.6K +169 New
CTC
820
Central Trust Company
Missouri
$28.7K
TFIPS
821
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.2K
SWM
822
Spire Wealth Management
Virginia
$28K -$1.14K -7 -4%
AA
823
Addison Advisors
Vermont
$26.6K -$2.61K -16 -10%
OAJ
824
Ogorek Anthony Joseph
New York
$26K -$3.27K -20 -12%
WA
825
WPG Advisers
Maryland
$25.5K +$19.1K +117 +418%