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DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
826
Anfield Capital Management
California
$3.26K – – –
SAM
827
Synergy Asset Management
Washington
$3.21K +$3.08K +25 New
CPG
828
Cornerstone Planning Group
New Jersey
$3.17K – – –
RWM
829
Ruedi Wealth Management
Illinois
$3.14K – – –
PWMG
830
Prestige Wealth Management Group
New Jersey
$3.05K – – –
HWP
831
Highline Wealth Partners
California
$3.02K – – –
HCM
832
Hollencrest Capital Management
California
$3.02K – – –
CAL
833
Capital Advisors Ltd
Ohio
$3K +$247 +2 +8%
AW
834
Avion Wealth
Texas
$3K +$617 +5 +19%
CWC
835
Carolinas Wealth Consulting
North Carolina
$2.92K +$617 +5 +26%
Q1WB
836
Quest 10 Wealth Builders
Virginia
$2.9K +$2.96K +24 New
AWM
837
Avior Wealth Management
Nebraska
$2.66K -$187K -1,516 -99%
BFPW
838
BOK Financial Private Wealth
Colorado
$2.56K +$2.59K +21 New
APW
839
Aventura Private Wealth
Florida
$2.54K +$2.59K +21 New
EBA
840
Eagle Bay Advisors
New York
$2.48K -$1.36K -11 -35%
WCM
841
WealthTrak Capital Management
Virginia
$2.17K +$2.22K +18 New
VWA
842
Valued Wealth Advisors
Utah
$1.95K – – –
AG
843
AmeriFlex Group
Nevada
$1.94K +$1.97K +16 New
CIAM
844
Caitong International Asset Management
Hong Kong
$1.93K +$1.97K +16 New
SS
845
SBI Securities
Japan
$1.93K +$1.97K +16 New
TCA
846
Trifecta Capital Advisors
Illinois
$1.69K – – –
PPC
847
Park Place Capital
Alabama
$1.57K – – –
AWM
848
Abound Wealth Management
Tennessee
$1.45K – – –
CAM
849
Creekmur Asset Management
Illinois
$1.45K – – –
JFA
850
JNBA Financial Advisors
Minnesota
$1.45K – – –
32 33
34
35 36