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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1351
Avion Wealth
Texas
$16K +$942 +5 +6%
DF
1352
Dunhill Financial
United Kingdom
$15.9K +$565 +3 +4%
KFG
1353
Kingdom Financial Group
Arizona
$15.7K +$15.6K +83 New
BP
1354
BNP Paribas
France
$15.2K – – –
TWM
1355
Tripletail Wealth Management
Florida
$15K – – –
ACM
1356
Anfield Capital Management
California
$14.9K – – –
DWM
1357
Dogwood Wealth Management
Kansas
$14.9K +$13.9K +74 +1,480%
TH
1358
TCTC Holdings
Texas
$14.5K – – –
AWM
1359
Abound Wealth Management
Tennessee
$14.3K – – –
HHMI
1360
Howard Hughes Medical Institute
Maryland
$13.9K – – –
RS
1361
Rakuten Securities
Japan
$13.9K +$4.9K +26 +54%
SC
1362
Solstein Capital
California
$13.7K – – –
GEA
1363
Glen Eagle Advisors
New Jersey
$13.6K +$5.27K +28 +64%
CWMS
1364
CFG Wealth Management Services
Indiana
$13.5K +$13.6K +72 New
PSFG
1365
Park Square Financial Group
Georgia
$13.5K +$565 +3 +4%
MAM
1366
Marquette Asset Management
Minnesota
$13.4K +$5.27K +28 +65%
HBW
1367
Hazlett, Burt & Watson
West Virginia
$13K – – –
CSC
1368
Caldwell Sutter Capital
California
$12K – – –
MSWM
1369
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K -$3.01K -16 -21%
TWD
1370
True Wealth Design
Ohio
$11.3K -$12.1K -64 -52%
CFG
1371
Clayton Financial Group
Missouri
$11.3K +$11.3K +60 New
CIAS
1372
CBIZ Investment Advisory Services
Ohio
$11.3K -$4.71K -25 -29%
AF
1373
Aviso Financial
Ontario, Canada
$11.3K – – –
SNB
1374
Security National Bank
Nebraska
$11.3K – – –
FFO
1375
Fortitude Family Office
Arizona
$11.3K +$942 +5 +9%