Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
2376
Masso Torrence Wealth Management
New Jersey
$492K +$16.8K +294 +4%
RCA
2377
Roberts Capital Advisors
Colorado
$492K – – –
SF
2378
Symphony Financial
Texas
$492K -$56.2K -984 -11%
TCA
2379
Trifecta Capital Advisors
Illinois
$491K -$49.8K -872 -10%
SSWM
2380
Strait & Sound Wealth Management
California
$490K -$40K -700 -8%
NIA
2381
NIA Impact Advisors
California
$489K +$15.9K +279 +3%
R
2382
Rebalance
California
$488K – – –
LWA
2383
Lantern Wealth Advisors
New York
$488K +$36.3K +636 +5%
BA
2384
Bristlecone Advisors
Washington
$487K +$112K +1,962 +31%
PPC
2385
Park Place Capital
Alabama
$487K – – –
ETC
2386
Exchange Traded Concepts
Oklahoma
$487K +$177K +3,093 +60%
USB
2387
Union Savings Bank
Connecticut
$487K -$1.43K -25 -0.3%
HA
2388
Huntleigh Advisors
Missouri
$487K +$469K +8,218 New
SAM
2389
Satovsky Asset Management
New York
$486K -$2.74K -48 -0.6%
PPW
2390
Pasadena Private Wealth
California
$486K -$40.4K -707 -8%
RWM
2391
Riverbend Wealth Management
South Carolina
$486K +$468K +8,195 New
KCFA
2392
Key Client Fiduciary Advisors
New Jersey
$485K -$33.8K -592 -7%
TP
2393
Tranquility Partners
Tennessee
$485K +$2.46K +43 +0.5%
SPWG
2394
Sage Private Wealth Group
Illinois
$485K -$28.6K -501 -6%
FBT
2395
First Bank & Trust
South Dakota
$484K +$6.51K +114 +1%
MLFP
2396
MPS Loria Financial Planners
Illinois
$482K +$2.57K +45 +0.6%
FFO
2397
Fortitude Family Office
Arizona
$480K +$6.57K +115 +1%
NA
2398
Navellier & Associates
Nevada
$480K +$115K +2,014 +33%
WAM
2399
Walker Asset Management
Missouri
$479K -$57 -1 -0%
LJHT
2400
Laurie J. Hall Trustee
$479K – – –