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Name Holding Trade Value Shares
Change
Change in
Stake
T
1026
Tidemark
California
$12.6K +$175 +5 +1%
DFA
1027
DHJJ Financial Advisors
Illinois
$12.3K
LAS
1028
Lloyd Advisory Services
Georgia
$12.1K +$12.2K +347 New
RFA
1029
Reyes Financial Architecture
California
$11.9K +$12.1K +344 New
NL
1030
Navalign LLC
California
$11.8K +$12K +341 New
LAM
1031
LOM Asset Management
$11.8K -$16.5K -470 -58%
KTC
1032
Kentucky Trust Company
Kentucky
$11.5K
FS
1033
Financially Speaking
Colorado
$11.5K
PMFA
1034
Plante Moran Financial Advisors
Michigan
$11.4K
TWD
1035
True Wealth Design
Ohio
$10.8K +$105 +3 +1%
HWA
1036
HHM Wealth Advisors
Tennessee
$10.6K
AAG
1037
Accordant Advisory Group
Maryland
$10.4K +$10.5K +300 New
FNWA
1038
Financial Network Wealth Advisors
Utah
$10.4K +$4.7K +134 +81%
PWM
1039
Proathlete Wealth Management
Florida
$10.4K +$10.5K +299 New
CFS
1040
CGC Financial Services
Oregon
$10.3K
CNBTD
1041
Citizens National Bank Trust Department
Mississippi
$10.2K
MI
1042
Motiv8 Investments
Florida
$10K +$9.75K +278 New
ANBT
1043
American National Bank & Trust
Texas
$9.76K +$6.88K +196 +231%
MCM
1044
MidAtlantic Capital Management
Virginia
$9.45K +$9.54K +272 New
HNW
1045
High Note Wealth
Minnesota
$9.31K
HC
1046
Hurley Capital
New York
$9.24K +$9.33K +266 New
PWA
1047
Provenance Wealth Advisors
Florida
$9.03K
FC
1048
Financial Consulate
Maryland
$9K -$12K -341 -57%
EPAM
1049
Evelyn Partners Asset Management
$8.93K
VWA
1050
Valued Wealth Advisors
Utah
$8.93K