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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
2501
Halbert Hargrove Global Advisors
California
$3.94K – – –
QWM
2502
Quaker Wealth Management
New Jersey
$3.94K +$356 +1 +10%
BA
2503
Bard Associates
Illinois
$3.94K +$3.92K +11 New
FG
2504
Fairman Group
Pennsylvania
$3.93K – – –
CPL
2505
Capital & Planning LLC
Georgia
$3.93K +$3.92K +11 New
DWS
2506
Dynamic Wealth Strategies
California
$3.93K +$3.92K +11 New
PS
2507
PayPay Securities
Japan
$3.93K -$1.07K -3 -23%
SVCP
2508
Silicon Valley Capital Partners
California
$3.59K +$3.56K +10 New
BCH
2509
Berkshire Capital Holdings
California
$3.58K – – –
CSC
2510
Caldwell Sutter Capital
California
$3.58K – – –
BWM
2511
Benson Wealth Management
Tennessee
$3.58K +$3.56K +10 New
GCS
2512
Gordian Capital (Singapore)
Singapore
$3.58K +$3.56K +10 New
BFPW
2513
BOK Financial Private Wealth
Colorado
$3.22K – – –
PIP
2514
Philadelphia Investment Partners
New Jersey
$3.22K +$3.2K +9 New
PMIM
2515
Prudent Man Investment Management
Colorado
$3.19K – – –
LA
2516
LM Advisors
California
$2.6K +$23.1K +65 +8%
BC
2517
Broadwater Capital
Massachusetts
$2.55K – – –
TBFA
2518
Three Bearings Fiduciary Advisors
New Hampshire
$2.5K – – –
SA
2519
Seneschal Advisors
Washington
$2.15K – – –
W
2520
WealthCollab
Washington
$2.15K – – –
MWC
2521
MBM Wealth Consultants
Missouri
$1.79K +$1.78K +5 New
PWA
2522
Portus Wealth Advisors
North Carolina
$1.79K +$1.78K +5 New
APW
2523
Atlantic Private Wealth
North Carolina
$1.43K – – –
IPS
2524
Investors Portfolio Services
Washington
$1.25K – – –
TC
2525
Trust Company
Kansas
$1.07K – – –