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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1476
SBI Securities
Japan
$151K +$19.3K +60 +15%
EWP
1477
Elevation Wealth Partners
California
$149K
ACA
1478
Atlas Capital Advisors
Wyoming
$144K
ITIM
1479
Indiana Trust & Investment Management
Indiana
$144K -$4.83K -15 -3%
JSAM
1480
J. Safra Asset Management
New York
$143K -$645 -2 -0.5%
MEG
1481
Millstone Evans Group
Colorado
$142K
AA
1482
Ancora Advisors
Ohio
$141K -$15.8K -49 -10%
HWM
1483
Hemington Wealth Management
Virginia
$139K +$5.16K +16 +4%
NSIM
1484
North Star Investment Management
Illinois
$139K
CTC
1485
Cetera Trust Company
Minnesota
$133K
NFSG
1486
Newbridge Financial Services Group
Florida
$129K
CW
1487
Curio Wealth
Maryland
$128K +$123K +383 +12,767%
CSPIA
1488
Cary Street Partners Investment Advisory
Virginia
$127K +$27.4K +85 +28%
FP
1489
Financial Perspectives
Minnesota
$126K
NS
1490
NBC Securities
Alabama
$122K -$1.29K -4 -1%
FFO
1491
Fortitude Family Office
Arizona
$119K +$6.45K +20 +6%
PWAM
1492
Private Wealth Asset Management
Iowa
$116K +$36.4K +113 +48%
CAL
1493
Capital Advisors Ltd
Ohio
$115K +$4.51K +14 +4%
WBC
1494
West Branch Capital
Massachusetts
$112K
BC
1495
Bayforest Capital
United Kingdom
$111K -$1.22M -3,775 -92%
MA
1496
MCF Advisors
Kentucky
$110K
AF
1497
Advisornet Financial
Minnesota
$109K +$3.55K +11 +3%
GKIM
1498
GW&K Investment Management
Massachusetts
$106K +$14.2K +44 +16%
BGAI
1499
Bruce G. Allen Investments
Colorado
$105K -$3.22K -10 -3%
NECFA
1500
New England Capital Financial Advisors
Connecticut
$105K +$322 +1 +0.3%