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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1526
Traub Capital Management
Massachusetts
$2.81K +$2.54K +50 New
SWP
1527
Strategic Wealth Partners
Ohio
$2.58K +$2.34K +46 New
SIC
1528
SJS Investment Consulting
Ohio
$2.53K -$3.77K -74 -62%
OW
1529
Olistico Wealth
Oklahoma
$2.53K – – –
PWMG
1530
Private Wealth Management Group
New Jersey
$2.47K – – –
BHWM
1531
Bay Harbor Wealth Management
Maryland
$2.47K +$1.43K +28 +175%
MWA
1532
Medallion Wealth Advisors
Connecticut
$2.33K – – –
CWM
1533
Cranbrook Wealth Management
Michigan
$2.3K – – –
HFS
1534
Hughes Financial Services
Virginia
$2.18K +$204 +4 +9%
PS
1535
PayPay Securities
Japan
$2.08K +$254 +5 +16%
GC
1536
GFG Capital
Florida
$1.97K +$1.78K +35 New
TIM
1537
Total Investment Management
Arizona
$1.63K +$1.48K +29 New
1IA
1538
1620 Investment Advisors
Massachusetts
$1.57K – – –
WA
1539
WestEnd Advisors
North Carolina
$1.46K -$102 -2 -7%
HIA
1540
HFM Investment Advisors
New Jersey
$1.4K +$712 +14 +127%
FNWA
1541
Financial Network Wealth Advisors
Utah
$1.24K – – –
QWM
1542
Quaker Wealth Management
New Jersey
$1.12K +$1.02K +20 New
BCH
1543
Berkshire Capital Holdings
California
$562 – – –
RPA
1544
Redwood Park Advisors
California
$562 +$509 +10 New
Q1WB
1545
Quest 10 Wealth Builders
Virginia
$365 – – –
CIAM
1546
Caitong International Asset Management
Hong Kong
$337 -$63.5K -1,248 -100%
CW
1547
Curio Wealth
Maryland
$112 +$51 +1 +100%
AIM
1548
Alphinity Investment Management
Australia
– -$349M -6,941,880 Closed
Artisan Partners
1549
Artisan Partners
Wisconsin
– -$164M -3,273,658 Closed
SCM
1550
Steadfast Capital Management
New York
– -$107M -2,125,074 Closed