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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1251
Beaird Harris Wealth Management
Texas
$2.79K – – –
MAM
1252
Marquette Asset Management
Minnesota
$2.79K – – –
TCM
1253
TD Capital Management
Tennessee
$2.77K – – –
BLC
1254
Brown, Lisle/Cummings
Rhode Island
$2.68K -$2.88K -27 -53%
FIM
1255
FWL Investment Management
Texas
$2.68K +$2.56K +24 New
IWM
1256
IMG Wealth Management
Florida
$2.57K +$2.45K +23 New
FDCP
1257
Foster Dykema Cabot & Partners
Massachusetts
$2.46K – – –
SC
1258
SouthState Corp
Florida
$2.23K – – –
QL
1259
Quarry LP
New York
$2.23K +$2.13K +20 New
NWM
1260
Navigoe Wealth Management
California
$2K +$1.92K +18 New
PWA
1261
Provenance Wealth Advisors
Florida
$1.68K +$1.6K +15 New
DCM
1262
Davis Capital Management
Florida
$1.56K +$854 +8 +133%
TCA
1263
Trifecta Capital Advisors
Illinois
$1.56K +$1.49K +14 New
QWM
1264
Quaker Wealth Management
New Jersey
$1.34K +$107 +1 +9%
AF
1265
Align Financial
Minnesota
$1.23K – – –
FG
1266
Fairman Group
Pennsylvania
$1.23K – – –
NB
1267
NBT Bank
New York
$1.23K – – –
NEWAS
1268
N.E.W. Advisory Services
Wisconsin
$1.12K -$2.88K -27 -73%
SA
1269
Seneschal Advisors
Washington
$1.12K – – –
PMFA
1270
Plante Moran Financial Advisors
Michigan
$1.01K +$960 +9 New
RS
1271
Rakuten Securities
Japan
$894 – – –
HHGA
1272
Halbert Hargrove Global Advisors
California
$892 +$854 +8 New
NWS
1273
Nvest Wealth Strategies
Ohio
$783 – – –
PS
1274
PayPay Securities
Japan
$782 -$427 -4 -36%
BIM
1275
Breakwater Investment Management
Washington
$671 – – –