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Name Holding Trade Value Shares
Change
Change in
Stake
M
1926
MOTCO
Texas
$3.72K – – –
BFS
1927
Burkett Financial Services
South Carolina
$3.49K – – –
KWM
1928
Kiker Wealth Management
Georgia
$3.48K – – –
AWM
1929
Activest Wealth Management
Florida
$3.48K +$288 +1 +9%
TPW
1930
Talon Private Wealth
Florida
$3.48K +$3.45K +12 New
LC
1931
Luminist Capital
Michigan
$3.48K +$3.45K +12 New
NMG
1932
New Millennium Group
Utah
$3.35K -$3.17K -11 -48%
BHWM
1933
Bay Harbor Wealth Management
Maryland
$3.2K +$1.15K +4 +57%
ACA
1934
American Capital Advisory
Idaho
$3.19K +$2.3K +8 +267%
BIM
1935
Breakwater Investment Management
Washington
$2.9K – – –
CAM
1936
Chesapeake Asset Management
New York
$2.9K -$1.15K -4 -29%
RP
1937
Raelipskie Partnership
Ontario, Canada
$2.9K – – –
LWMI
1938
Legacy Wealth Management (Idaho)
Idaho
$2.61K – – –
LIS
1939
Legacy Investment Solutions
Idaho
$2.61K +$2.59K +9 New
STB
1940
S&T Bank
Pennsylvania
$2.61K +$2.59K +9 New
MAFA
1941
MJT & Associates Financial Advisory
Minnesota
$2.32K – – –
BA
1942
Bellwether Advisors
Nebraska
$2.32K +$2.3K +8 New
W
1943
WealthCollab
Washington
$2.03K – – –
HIA
1944
HFM Investment Advisors
New Jersey
$2.03K +$1.15K +4 +133%
NRWA
1945
North Ridge Wealth Advisors
Oregon
$1.74K – – –
PS
1946
PayPay Securities
Japan
$1.74K +$863 +3 +100%
WWM
1947
Wolff Wiese Magana
California
$1.45K – – –
T
1948
Tidemark
California
$1.45K +$1.44K +5 New
RPA
1949
Redwood Park Advisors
California
$1.16K – – –
LFA
1950
LGT Financial Advisors
Texas
$1.16K +$1.15K +4 New