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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Abound Wealth Management
Tennessee
$5.37K
PMFA
1002
Plante Moran Financial Advisors
Michigan
$5.23K -$22.3K -197 -80%
MMCM
1003
Murphy & Mullick Capital Management
New York
$5.18K -$3.97K -35 -41%
RFA
1004
Reyes Financial Architecture
California
$5.18K
PK
1005
Pflug Koory
Nebraska
$5.18K +$5.67K +50 New
PWA
1006
Provenance Wealth Advisors
Florida
$5.18K +$5.67K +50 New
CPG
1007
Cornerstone Planning Group
New Jersey
$5.17K +$2.49K +22 +58%
HIW
1008
Holos Integrated Wealth
Pennsylvania
$5.15K
AW
1009
Avion Wealth
Texas
$5K +$567 +5 +10%
CA
1010
Crewe Advisors
Utah
$4.97K
KAS
1011
Kemnay Advisory Services
New York
$4.97K +$5.44K +48 New
AFC
1012
Ares Financial Consulting
California
$4.9K +$3.97K +35 +292%
JFGIW
1013
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.77K
SL
1014
Salomon & Ludwin
Virginia
$4.25K
EWP
1015
Elevation Wealth Partners
California
$4.09K -$7.82K -69 -64%
SWA
1016
Strategic Wealth Advisors
Arizona
$4K
IRC
1017
Investors Research Corp
Georgia
$3.98K
AW
1018
Ankerstar Wealth
Texas
$3.94K
AS
1019
Altshuler Shaham
Israel
$3.83K +$4.2K +37 New
SIS
1020
Sound Income Strategies
Florida
$3.79K -$16.9K -149 -81%
KFI
1021
Key Financial Inc
Pennsylvania
$3.63K
First Eagle Investment Management
1022
First Eagle Investment Management
New York
$3.63K +$3.97K +35 New
NSG
1023
Nalls Sherbakoff Group
Tennessee
$3.42K
DFA
1024
DHJJ Financial Advisors
Illinois
$3.11K
ITIM
1025
Indiana Trust & Investment Management
Indiana
$3.11K