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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1601
Boreal Capital Management
Florida
$15.4K – – –
EWM
1602
Evolution Wealth Management
Florida
$15.3K – – –
SIC
1603
SJS Investment Consulting
Ohio
$15K -$60.3K -229 -81%
PWMG
1604
Prestige Wealth Management Group
New Jersey
$14.8K -$6.85K -26 -33%
BFS
1605
Bare Financial Services
Pennsylvania
$14.8K +$4.74K +18 +51%
JWM
1606
JPL Wealth Management
Colorado
$14.5K -$3.16K -12 -19%
WWM
1607
Wolff Wiese Magana
California
$14.5K – – –
NOI
1608
Newton One Investments
Delaware
$14.4K – – –
CWM
1609
Copia Wealth Management
Oregon
$14.2K – – –
ABC
1610
Anchor Bay Capital
California
$13.9K +$12.9K +49 New
TIAA Trust, National Association
1611
TIAA Trust, National Association
North Carolina
$13.9K -$22.1K -84 -63%
RF
1612
Robinswood Financial
Washington
$13.2K -$10.5K -40 -46%
DF
1613
Downshift Financial
Colorado
$12.8K +$12.1K +46 New
CA
1614
Crewe Advisors
Utah
$12.5K +$6.32K +24 +114%
EP
1615
Essential Partners
California
$12.5K -$174K -659 -94%
MSFP
1616
Mark Sheptoff Financial Planning
Connecticut
$12.5K – – –
SIM
1617
Synergy Investment Management
Florida
$11.9K +$6.32K +24 +133%
ADL
1618
Asset Dedication LLC
California
$11.1K – – –
TVWM
1619
Tower View Wealth Management
Wisconsin
$11.1K – – –
PPC
1620
Park Place Capital
Alabama
$11.1K – – –
PWA
1621
Provenance Wealth Advisors
Florida
$11.1K – – –
AW
1622
Avion Wealth
Texas
$11K -$1.58K -6 -13%
STB
1623
S&T Bank
Pennsylvania
$10.9K +$6.06K +23 +144%
PP
1624
Pacifica Partners
Canada
$10.5K – – –
PWMA
1625
Pension & Wealth Management Advisors
Massachusetts
$10.2K – – –