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Name Holding Trade Value Shares
Change
Change in
Stake
M
501
MOTCO
Texas
$15.8K
JGCM
502
Joseph Group Capital Management
Ohio
$15.2K
VCM
503
Versant Capital Management
Arizona
$15.1K +$10.8K +360 +198%
SIM
504
Sentry Investment Management
Wisconsin
$15K
RS
505
Rakuten Securities
Japan
$14.3K +$8.33K +277 +118%
RFP
506
Root Financial Partners
California
$13.7K +$5.5K +183 +59%
PAI
507
Pittenger & Anderson Inc
Nebraska
$13.4K
SCM
508
Silvant Capital Management
Georgia
$12.9K
KFI
509
Key Financial Inc
Pennsylvania
$12.8K
WWA
510
Wealth Watch Advisors
Colorado
$12.3K +$1.62K +54 +14%
HIW
511
Holos Integrated Wealth
Pennsylvania
$11.9K
ZBNA
512
Zions Bancorporation, National Association
Utah
$11.7K -$13.1K -434 -51%
TWD
513
True Wealth Design
Ohio
$11.5K +$2.04K +68 +20%
KTC
514
Kentucky Trust Company
Kentucky
$11.1K -$30.1K -1,000 -71%
PWMG
515
Prestige Wealth Management Group
New Jersey
$11.1K +$4.51K +150 +60%
OW
516
Olistico Wealth
Oklahoma
$11.1K +$12K +400 New
EW
517
Elyxium Wealth
California
$10.8K +$11.7K +388 New
PS
518
PayPay Securities
Japan
$10.7K +$10.6K +351 +1,064%
FFO
519
Fortitude Family Office
Arizona
$9.67K +$1.08K +36 +12%
VWM
520
Vermillion Wealth Management
Minnesota
$8.92K +$9.62K +320 New
KB
521
Kimelman & Baird
New York
$8.36K
MSFP
522
Mark Sheptoff Financial Planning
Connecticut
$8.36K
BIA
523
Bell Investment Advisors
California
$8.22K +$5.74K +191 +184%
SSG
524
Summit Securities Group
New York
$8.17K -$58.3K -1,938 -87%
TC
525
Trust Company
Kansas
$8.03K +$331 +11 +4%