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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1151
Proathlete Wealth Management
Florida
$11.4K – – –
VWA
1152
VSM Wealth Advisory
Maryland
$11.4K – – –
MS
1153
Monetary Solutions
Ohio
$11.2K – – –
SWA
1154
Strategic Wealth Advisors
Arizona
$11K – – –
EFMH
1155
E Fund Management (HK)
Hong Kong
$10.7K +$2.28K +72 +39%
Montag & Associates
1156
Montag & Associates
Georgia
$10.7K – – –
PGAM
1157
Princeton Global Asset Management
New Jersey
$10.6K +$3.3K +104 +69%
PWMG
1158
Prestige Wealth Management Group
New Jersey
$10.2K -$276K -8,708 -97%
S
1159
Sachetta
Massachusetts
$10K -$2.06K -65 -21%
CFSG
1160
Community Financial Services Group
Vermont
$9.97K +$7.77K +245 New
VWM
1161
Vermillion Wealth Management
Minnesota
$9.97K +$1.36K +43 +22%
Banque Transatlantique
1162
Banque Transatlantique
France
$9.89K – – –
ADL
1163
Asset Dedication LLC
California
$9.83K -$983 -31 -12%
EAM
1164
Eukles Asset Management
Ohio
$9.79K – – –
KOCAA
1165
Knights of Columbus Asset Advisors
Connecticut
$9.79K – – –
PAI
1166
Pittenger & Anderson Inc
Nebraska
$9.79K – – –
TFA
1167
Toth Financial Advisory
Virginia
$9.54K +$793 +25 +12%
MSG
1168
Main Street Group
Virginia
$9.46K +$7.2K +227 New
MAFA
1169
MJT & Associates Financial Advisory
Minnesota
$9.25K – – –
RTL
1170
Red Tortoise LLC
Georgia
$9.25K – – –
EWP
1171
Elevation Wealth Partners
California
$9.16K +$5.83K +184 +511%
FP
1172
Financial Perspectives
Minnesota
$9.08K – – –
CW
1173
CrossGen Wealth
North Carolina
$9.04K – – –
GK
1174
Graney & King
New York
$9.04K – – –
UIA
1175
Ulland Investment Advisors
Minnesota
$9K – – –