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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$6K
Kayne Anderson Rudnick Investment Management
602
Kayne Anderson Rudnick Investment Management
California
$6K
PWMG
603
Prestige Wealth Management Group
New Jersey
$6K +$616 +4 +11%
VCM
604
Vigilant Capital Management
Maine
$5K -$3.08K -20 -36%
SFP
605
Sterling Financial Planning
New Jersey
$5K
SCA
606
Stonebridge Capital Advisors
Minnesota
$5K
TFO
607
Tarbox Family Office
California
$5K
VCM
608
Versant Capital Management
Arizona
$5K
FHA
609
First Horizon Advisors
Tennessee
$5K +$2.46K +16 +84%
Optiver Holding
610
Optiver Holding
Netherlands
$5K +$5.54K +36 New
WPA
611
West Paces Advisors
Georgia
$4.82K
BA
612
Bellwether Advisors
Nebraska
$4K
CFA
613
Carroll Financial Associates
North Carolina
$4K
Jones Financial Companies
614
Jones Financial Companies
Missouri
$4K
MCM
615
Manchester Capital Management
Vermont
$4K +$1.54K +10 +59%
MG
616
MilWealth Group
Wisconsin
$3.31K +$3.39K +22 New
EWA
617
Evolution Wealth Advisors
Florida
$3K
HC
618
Hoese & Co
Minnesota
$3K
NFSG
619
Newbridge Financial Services Group
Florida
$3K +$1.69K +11 +110%
TWM
620
Tradition Wealth Management
Minnesota
$3K +$2.62K +17 New
ADL
621
Asset Dedication LLC
California
$3K +$3.08K +20 New
CWM
622
Cranbrook Wealth Management
Michigan
$3K +$3.08K +20 New
WT
623
Washington Trust
Rhode Island
$3K +$3.08K +20 New
CFA
624
Cahill Financial Advisors
Minnesota
$3K +$3.23K +21 New
RTL
625
Red Tortoise LLC
Georgia
$3K +$4.31K +28 New