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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
951
Bogart Wealth LLC
Virginia
$40K +$27.2K +89 +636%
TM
952
Torren Management
California
$39.6K -$37.9K -124 -55%
BLC
953
Brown, Lisle/Cummings
Rhode Island
$38.8K
FGAM
954
Financial Gravity Asset Management
Texas
$38.8K
FFO
955
Fortitude Family Office
Arizona
$38.8K +$17.4K +57 +133%
HP
956
Hartree Partners
New York
$38.8K +$30.6K +100 New
PWPS
957
Pinnacle Wealth Planning Services
Ohio
$36.5K +$6.12K +20 +27%
AWM
958
Activest Wealth Management
Florida
$36.1K +$2.14K +7 +8%
AGWCA
959
Annis Gardner Whiting Capital Advisors
Florida
$35.7K -$2.14K -7 -7%
GJIA
960
Glass Jacobson Investment Advisors
Maryland
$35.3K +$1.53K +5 +6%
ADL
961
Asset Dedication LLC
California
$34.2K +$25.7K +84 +2,100%
FHC
962
First Horizon Corporation
Tennessee
$33.4K -$306 -1 -1%
KFAS
963
Keating Financial Advisory Services
Kansas
$31.8K +$4.28K +14 +21%
VanEck Associates
964
VanEck Associates
New York
$31K +$24.5K +80 New
UFPG
965
United Financial Planning Group
New York
$30.3K
CH
966
CDKV Holdings
Colorado
$29.1K
IWS
967
Intentional Wealth Strategies
Colorado
$28.7K +$22.6K +74 New
PB
968
Pinnacle Bancorp
Nebraska
$28.3K -$25.4K -83 -53%
MO
969
McMillan Office
Michigan
$27.2K
WIM
970
Westside Investment Management
California
$26.9K +$18.4K +60 New
BBPWM
971
Blue Bell Private Wealth Management
Pennsylvania
$26.4K +$20.8K +68 New
HI
972
Hoey Investments
Pennsylvania
$25.2K
TPCW
973
TD Private Client Wealth
New York
$25.2K +$6.42K +21 +48%
OCWP
974
Owl Creek Wealth Partners
Colorado
$25.2K +$19.9K +65 New
CFD
975
Creative Financial Designs
Indiana
$24.5K +$19.3K +63 New