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Name Holding Trade Value Shares
Change
Change in
Stake
QL
1001
Quarry LP
New York
$24K -$20.4K -153 -48%
GG
1002
Greenwood Gearhart
Arkansas
$23.8K +$22.3K +167 New
CWM
1003
CarsonAllaria Wealth Management
Illinois
$23.7K +$267 +2 +1%
CJ
1004
Caitlin John
Michigan
$22.8K +$21.3K +160 New
AGWCA
1005
Annis Gardner Whiting Capital Advisors
Florida
$22.2K
MSG
1006
Main Street Group
Virginia
$22.2K +$20.8K +156 New
IHWM
1007
Iron Horse Wealth Management
Iowa
$22.1K
JWA
1008
JFS Wealth Advisors
Pennsylvania
$21.7K +$1.87K +14 +10%
LFA
1009
Livelsberger Financial Advisory
Ohio
$21.4K +$20K +150 New
HF
1010
Halpern Financial
Virginia
$21.2K +$13.3K +100 +200%
ADL
1011
Asset Dedication LLC
California
$21K
AF
1012
Advisornet Financial
Minnesota
$20.7K -$7.6K -57 -28%
AWM
1013
Abound Wealth Management
Tennessee
$20.6K +$10K +75 +107%
EWP
1014
Elevation Wealth Partners
California
$19.2K
NFSG
1015
Newbridge Financial Services Group
Florida
$19.1K
AWM
1016
Atticus Wealth Management
Florida
$19.1K
Loomis, Sayles & Company
1017
Loomis, Sayles & Company
Massachusetts
$18K +$10.8K +81 +176%
SWM
1018
Sugarloaf Wealth Management
Georgia
$17.4K
FMP
1019
Financial Management Professionals
Texas
$17K
FCA
1020
FinTrust Capital Advisors
South Carolina
$17K +$6.93K +52 +78%
PFA
1021
Pathway Financial Advisers
Indiana
$16.7K +$133 +1 +0.9%
VCM
1022
Versant Capital Management
Arizona
$16.7K -$9.6K -72 -38%
EA
1023
Evolution Advisers
Virginia
$16K +$14.4K +108 New
MA
1024
MCF Advisors
Kentucky
$15.7K
FGA
1025
Fortis Group Advisors
New Jersey
$15.7K +$7.33K +55 +100%