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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
3426
Fourth Dimension Wealth
Ohio
$11.1K – – –
NOI
3427
Newton One Investments
Delaware
$11K – – –
FCG
3428
Financial Connections Group
California
$11K -$16.8K -246 -60%
GAG
3429
Goodman Advisory Group
Massachusetts
$10.7K – – –
FLP
3430
Financial Life Planners
Arizona
$10.7K +$10.6K +156 New
MNA
3431
Manning & Napier Advisors
New York
$10.5K +$10.4K +153 New
ACM
3432
Anfield Capital Management
California
$9.51K +$1.16K +17 +14%
ORAM
3433
One River Asset Management
Connecticut
$9.14K +$9.2K +135 New
FIA
3434
FNY Investment Advisers
New York
$9K -$649K -9,518 -99%
TPBG
3435
Turning Point Benefit Group
Maryland
$8.46K +$8.38K +123 New
CAM
3436
Clarity Asset Management
Iowa
$8.3K -$2.59K -38 -24%
MAFA
3437
MJT & Associates Financial Advisory
Minnesota
$8.21K -$6.82K -100 -45%
KPP
3438
Kings Path Partners
Texas
$8.14K +$4.02K +59 +98%
APW
3439
Atlantic Private Wealth
North Carolina
$7.91K – – –
RWM
3440
RMG Wealth Management
Wisconsin
$7.31K – – –
1M
3441
1248 Management
Missouri
$7.18K – – –
BCM
3442
Berbice Capital Management
New York
$6.91K +$68 +1 +1%
LIA
3443
Luken Investment Analytics
Tennessee
$6.84K – – –
VWWMG
3444
Vermillion & White Wealth Management Group
Pennsylvania
$6.84K – – –
SWP
3445
SIMA Wealth Partners
Virginia
$6.5K +$6.48K +95 New
WA
3446
WestEnd Advisors
North Carolina
$5K +$954 +14 +24%
PS
3447
PayPay Securities
Japan
$4.98K +$136 +2 +3%
EPW
3448
Evergreen Private Wealth
Colorado
$4.79K -$1.84K -27 -28%
FF
3449
Friedenthal Financial
New Jersey
$4.31K – – –
FGAM
3450
Financial Gravity Asset Management
Texas
$4.31K +$4.29K +63 New