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Name Holding Trade Value Shares
Change
Change in
Stake
VF
3001
VitalStone Financial
Texas
$45K
RTL
3002
Red Tortoise LLC
Georgia
$44.7K -$3.83K -71 -8%
KI
3003
Kapitalo Investimentos
Brazil
$44.7K +$44.8K +831 New
CWM
3004
Cedar Wealth Management
California
$43.5K
BSWA
3005
Bromfield Sneider Wealth Advisors
Massachusetts
$43K
CWM
3006
Cranbrook Wealth Management
Michigan
$42.5K
SAG
3007
Spotlight Asset Group
Illinois
$42.3K
HWP
3008
Hibernia Wealth Partners
Louisiana
$41.7K +$41.8K +775 New
NA
3009
Nordwand Advisors
Pennsylvania
$41.4K
AWA
3010
Artemis Wealth Advisors
New York
$40.3K
IHWM
3011
Iron Horse Wealth Management
Iowa
$39.5K +$1.67K +31 +4%
PPWM
3012
PFG Private Wealth Management
Florida
$38.4K -$75.6K -1,401 -66%
TLA
3013
Tanglewood Legacy Advisors
Texas
$37.7K
GM
3014
GeoWealth Management
Illinois
$37K -$24.9K -462 -40%
BHWM
3015
Beaird Harris Wealth Management
Texas
$37K
TVWM
3016
Tower View Wealth Management
Wisconsin
$36K +$7.82K +145 +28%
RG
3017
Retirement Group
California
$33.4K +$2.81K +52 +11%
LFA
3018
Level Financial Advisors
New York
$33.3K
TAM
3019
Tucker Asset Management
Colorado
$33.2K +$2.37K +44 +8%
JMF
3020
Johnson Midwest Financial
Iowa
$32.9K +$1.24K +23 +4%
SC
3021
Solstein Capital
California
$32.6K
AWM
3022
Atticus Wealth Management
Florida
$32.6K +$378 +7 +1%
EA
3023
Evolution Advisers
Virginia
$30K +$216 +4 +0.7%
PS
3024
PayPay Securities
Japan
$29K -$54 -1 -1%
TC
3025
Tacita Capital
Ontario, Canada
$28.5K