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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
1476
Castle Rock Wealth Management
California
$537K -$48.6K -683 -9%
LA
1477
LexAurum Advisors
Kansas
$536K +$42.6K +599 +10%
NF
1478
Nvest Financial
New Hampshire
$535K +$482K +6,771 New
BIG
1479
Brooklyn Investment Group
New York
$533K +$481K +6,752 New
SCM
1480
Stevens Capital Management
Pennsylvania
$532K -$1.07M -15,042 -69%
SAM
1481
Seelaus Asset Management
New Jersey
$531K -$28.8K -405 -6%
CPA
1482
Capital Planning Advisors
California
$531K -$8.82K -124 -2%
WF
1483
Williams Financial
Vermont
$530K – – –
PWPS
1484
Pinnacle Wealth Planning Services
Ohio
$529K +$40.9K +575 +9%
WP
1485
WMS Partners
Maryland
$529K -$78.8K -1,107 -14%
BFM
1486
Boston Financial Management
Massachusetts
$528K -$14.7K -207 -3%
SAM
1487
Smartleaf Asset Management
Massachusetts
$525K +$484K +6,802 New
MF
1488
Meridian Financial
Massachusetts
$523K +$142 +2 +0%
MWM
1489
Mission Wealth Management
California
$523K +$110K +1,544 +30%
CAM
1490
Campion Asset Management
Virginia
$523K -$22.4K -315 -5%
OFS
1491
OneAscent Financial Services
Alabama
$522K -$36.4K -511 -7%
RGF
1492
Retirement Guys Formula
Ohio
$521K -$38.8K -545 -8%
PFSC
1493
Peoples Financial Services Corp
Pennsylvania
$520K +$7.83K +110 +2%
WS
1494
Wela Strategies
Georgia
$520K +$53.1K +746 +13%
Optiver Holding
1495
Optiver Holding
Netherlands
$518K +$467K +6,562 New
FFP
1496
FourThought Financial Partners
Florida
$517K +$42.6K +599 +10%
OIM
1497
Oder Investment Management
California
$515K -$121K -1,696 -21%
KCFA
1498
Key Client Fiduciary Advisors
New Jersey
$514K +$22.3K +314 +5%
BCG
1499
Breakwater Capital Group
New Jersey
$511K +$11.2K +157 +2%
WIP
1500
WealthCare Investment Partners
Rhode Island
$510K -$38.9K -546 -8%