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Name Holding Trade Value Shares
Change
Change in
Stake
EFMH
2076
E Fund Management (HK)
Hong Kong
$16.7K – – –
BHWM
2077
Bay Harbor Wealth Management
Maryland
$16.7K +$3.26K +10 +26%
PWA
2078
Principia Wealth Advisory
Texas
$16.7K +$6.2K +19 +63%
DWM
2079
Dogwood Wealth Management
Kansas
$16.4K +$4.24K +13 +37%
APW
2080
Allied Private Wealth
Florida
$15.4K +$14K +43 New
HFS
2081
Hughes Financial Services
Virginia
$15K +$4.57K +14 +47%
EWM
2082
Evolution Wealth Management
Florida
$15K +$8.48K +26 +144%
NF
2083
Napier Financial
Massachusetts
$14.7K -$326 -1 -2%
Kayne Anderson Rudnick Investment Management
2084
Kayne Anderson Rudnick Investment Management
California
$14.7K – – –
FPF
2085
First Pacific Financial
Washington
$14K +$6.52K +20 +95%
HNW
2086
High Note Wealth
Minnesota
$14K -$3.91K -12 -23%
TAP
2087
Tounjian Advisory Partners
Florida
$13.5K +$13K +40 New
RWM
2088
Rialto Wealth Management
New York
$12.6K +$4.57K +14 +61%
PWMG
2089
Private Wealth Management Group
New Jersey
$12.5K – – –
CFSG
2090
Community Financial Services Group
Vermont
$12.3K -$8.15K -25 -42%
HIW
2091
Holos Integrated Wealth
Pennsylvania
$12.2K – – –
UIA
2092
Ulland Investment Advisors
Minnesota
$12K – – –
DIP
2093
DT Investment Partners
Pennsylvania
$11.9K – – –
CI
2094
Clal Insurance
Israel
$11K -$2.28K -7 -18%
PCM
2095
Penserra Capital Management
California
$11K – – –
WA
2096
Whipplewood Advisors
Colorado
$10.9K -$12.4K -38 -54%
CWM
2097
Cranbrook Wealth Management
Michigan
$10.9K – – –
CCMI
2098
Creative Capital Management Investments
California
$10.9K +$10.4K +32 New
AA
2099
Addison Advisors
Vermont
$10.2K -$37.5K -115 -79%
NWMP
2100
Noble Wealth Management PBC
Colorado
$10.2K – – –