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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1001
Miller Wealth Advisors
Colorado
$21.6K +$261 +8 +1%
RA
1002
Rise Advisors
New York
$21.6K -$20.6K -631 -50%
GWM
1003
Graybill Wealth Management
Illinois
$21.5K +$20.8K +636 New
RF
1004
Rossby Financial
Florida
$20.6K +$23K +704 New
FUBT
1005
First United Bank & Trust
Maryland
$20.3K – – –
CFS
1006
Compass Financial Services
Iowa
$20.2K +$261 +8 +1%
AT
1007
Arlington Trust
Alabama
$20.1K – – –
HIA
1008
Harbor Investment Advisory
Maryland
$19.9K – – –
UIA
1009
Ulland Investment Advisors
Minnesota
$19K – – –
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$18.9K +$8.36K +256 +84%
HWP
1011
Highline Wealth Partners
California
$18.8K +$15K +460 +479%
BHWM
1012
Beaird Harris Wealth Management
Texas
$18.1K – – –
HC
1013
Hara Capital
Washington
$17.2K – – –
W
1014
WealthCollab
Washington
$17.1K – – –
AEPWM
1015
Atlantic Edge Private Wealth Management
Florida
$16.9K – – –
CB
1016
Community Bank
New York
$16.9K – – –
LWA
1017
Lowe Wealth Advisors
Maryland
$16.9K – – –
PP
1018
PFS Partners
New Jersey
$16.9K – – –
SWC
1019
Spectrum Wealth Counsel
Indiana
$16.9K – – –
PW
1020
Pandora Wealth
Illinois
$16.9K +$16.3K +500 New
DFA
1021
DHJJ Financial Advisors
Illinois
$16.3K – – –
MCM
1022
Manchester Capital Management
Vermont
$15.6K +$15.1K +462 New
KIM
1023
Kestra Investment Management
Texas
$15.6K -$457 -14 -3%
SFCL
1024
Strengthening Families & Communities LLC
Massachusetts
$14.8K +$13.4K +411 New
FDW
1025
Fourth Dimension Wealth
Ohio
$14.5K – – –