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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1876
Aventura Private Wealth
Florida
$119K +$79.7K +121 +263%
FC
1877
Financial Consulate
Maryland
$117K +$24.4K +37 +29%
CFO
1878
CVA Family Office
Colorado
$114K +$15.8K +24 +18%
PAG
1879
Paladin Advisory Group
Iowa
$113K
APFP
1880
Action Point Financial Planning
Michigan
$112K +$107K +163 New
JWA
1881
JFS Wealth Advisors
Pennsylvania
$108K +$1.98K +3 +2%
CPG
1882
Cornerstone Planning Group
New Jersey
$108K -$7.25K -11 -6%
SWIM
1883
Smallwood Wealth Investment Management
New Jersey
$107K
BC
1884
Bayforest Capital
United Kingdom
$106K +$62.6K +95 +179%
MCM
1885
MV Capital Management
Maryland
$105K +$659 +1 +0.7%
BW
1886
Bravera Wealth
North Dakota
$104K
PWMG
1887
Private Wealth Management Group
New Jersey
$101K -$19.8K -30 -18%
CAL
1888
Capital Advisors Ltd
Ohio
$99K
DFA
1889
DHJJ Financial Advisors
Illinois
$93.4K
HNW
1890
High Note Wealth
Minnesota
$90.6K +$3.29K +5 +4%
FFO
1891
Fortitude Family Office
Arizona
$90.6K +$4.61K +7 +6%
WFA
1892
West Financial Advisors
Iowa
$89.9K
RDFA
1893
Ritter Daniher Financial Advisory
Ohio
$89.2K
OCWP
1894
Owl Creek Wealth Partners
Colorado
$88.4K
EWM
1895
Evolution Wealth Management
Florida
$88.4K
VEA
1896
Virtus ETF Advisers
New York
$87.7K -$54K -82 -40%
SS
1897
SBI Securities
Japan
$84.2K -$3.95K -6 -5%
HB
1898
Horizon Bancorp
Indiana
$84K
GA
1899
GoalVest Advisory
New York
$83.4K -$1.88M -2,851 -96%
RYIA
1900
Roehl & Yi Investment Advisors
Oregon
$83.3K