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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1801
Richardson Financial Services
Massachusetts
$3.02K +$2.74K +40 New
FC
1802
Fairscale Capital
New Hampshire
$2.94K – – –
IWM
1803
IMG Wealth Management
Florida
$2.94K – – –
WA
1804
WestEnd Advisors
North Carolina
$2.87K -$1.1K -16 -30%
TWM
1805
Tripletail Wealth Management
Florida
$2.63K +$2.33K +34 New
GFWA
1806
Grey Fox Wealth Advisors
Delaware
$2.49K +$2.26K +33 New
MSWA
1807
Marshall & Sterling Wealth Advisors
New York
$2.41K – – –
TCB
1808
Texas Capital Bancshares
Texas
$2.26K +$2.06K +30 New
PS
1809
PayPay Securities
Japan
$2.22K +$343 +5 +21%
GK
1810
Graney & King
New York
$2.22K – – –
TPBG
1811
Turning Point Benefit Group
Maryland
$2.15K +$1.92K +28 New
JSAM
1812
J. Safra Asset Management
New York
$2.11K -$274 -4 -13%
LWMI
1813
Legacy Wealth Management (Idaho)
Idaho
$2.11K – – –
NWM
1814
Nova Wealth Management
Florida
$1.82K -$69 -1 -4%
ACA
1815
American Capital Advisory
Idaho
$1.81K -$69 -1 -4%
BFS
1816
Bare Financial Services
Pennsylvania
$1.81K +$411 +6 +33%
TCM
1817
Tradewinds Capital Management
Washington
$1.73K – – –
HWA
1818
Heartwood Wealth Advisors
Virginia
$1.66K +$1.51K +22 New
QWM
1819
Quaker Wealth Management
New Jersey
$1.66K – – –
FGAM
1820
Financial Gravity Asset Management
Texas
$1.62K +$1.44K +21 New
HHGA
1821
Halbert Hargrove Global Advisors
California
$1.43K +$1.3K +19 New
AFG
1822
Albion Financial Group
Utah
$1.28K – – –
GA
1823
Guerra Advisors
Florida
$1.19K +$1.1K +16 New
CJ
1824
Caitlin John
Michigan
$1.13K +$1.03K +15 New
HC
1825
Hara Capital
Washington
$1.05K – – –
71 72
73
74 75