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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1151
Atlantic Edge Private Wealth Management
Florida
$19.2K – – –
BP
1152
BNP Paribas
France
$19.2K – – –
JFA
1153
JNBA Financial Advisors
Minnesota
$19.2K +$854 +8 +5%
HFM
1154
Hartford Financial Management
Connecticut
$18.7K -$854 -8 -5%
LFASL
1155
Lugano Financial Advisors SA (LFA)
Switzerland
$18.4K – – –
SIS
1156
Strategic Investment Solutions
Illinois
$17.6K – – –
CWP
1157
Concord Wealth Partners
Virginia
$17.3K +$16.5K +155 New
EFMH
1158
E Fund Management (HK)
Hong Kong
$17.2K +$2.99K +28 +22%
AFG
1159
Albion Financial Group
Utah
$17K – – –
EP
1160
Evelyn Partners
$16.8K +$16K +150 New
MIFH
1161
Migdal Insurance & Financial Holdings
Israel
$16.8K +$16K +150 New
CIA
1162
Cape Investment Advisory
Georgia
$16.5K +$15.8K +148 New
SWM
1163
SHP Wealth Management
Massachusetts
$15.8K +$2.03K +19 +16%
JSAM
1164
J. Safra Asset Management
New York
$15.6K -$2.88K -27 -16%
OC
1165
Oakworth Capital
Alabama
$15.5K – – –
BFS
1166
Bare Financial Services
Pennsylvania
$15.5K +$5.66K +53 +62%
MNA
1167
Manning & Napier Advisors
New York
$15.4K -$4.94M -46,337 -100%
DF
1168
Dunhill Financial
United Kingdom
$15.3K +$747 +7 +5%
GSEP
1169
Golden State Equity Partners
California
$15.3K -$69K -647 -83%
KFI
1170
Key Financial Inc
Pennsylvania
$15.2K – – –
CFM
1171
Cornerstone Financial Management
Massachusetts
$15.1K +$7.58K +71 +111%
BCM
1172
Boreal Capital Management
Florida
$14.3K – – –
PPC
1173
Park Place Capital
Alabama
$14.1K -$320 -3 -2%
TCM
1174
Tradewinds Capital Management
Washington
$13.4K – – –
DWM
1175
Dogwood Wealth Management
Kansas
$13.4K +$2.45K +23 +24%