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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
2301
Longfellow Investment Management
Massachusetts
$5.71K +$2.77K +9 +129%
FGC
2302
Financial Gravity Companies
Texas
$5.71K +$4.93K +16 New
T
2303
Tidemark
California
$5.36K – – –
PCM
2304
Perritt Capital Management
Illinois
$5K – – –
BHWM
2305
Bay Harbor Wealth Management
Maryland
$4.64K +$2.16K +7 +117%
SAS
2306
Spurstone Advisory Services
Connecticut
$4.28K +$3.7K +12 New
HHGA
2307
Halbert Hargrove Global Advisors
California
$3.93K -$924 -3 -21%
AFG
2308
Albion Financial Group
Utah
$3.93K – – –
BCM
2309
Blume Capital Management
California
$3.93K +$2.16K +7 +175%
PWM
2310
Parkworth Wealth Management
California
$3.93K +$2.16K +7 +175%
SC
2311
Swan Capital
Florida
$3.93K +$3.39K +11 New
CSC
2312
Caldwell Sutter Capital
California
$3.57K – – –
PPA
2313
Painted Porch Advisors
California
$3.57K – – –
QWM
2314
Quaker Wealth Management
New Jersey
$3.57K +$3.08K +10 New
RWM
2315
Rialto Wealth Management
New York
$3.21K +$924 +3 +50%
WA
2316
WPG Advisers
Maryland
$2.86K – – –
PS
2317
PayPay Securities
Japan
$2.86K +$308 +1 +14%
BC
2318
Broadwater Capital
Massachusetts
$2.86K +$877K +2,848 +35,600%
W
2319
WealthCollab
Washington
$2.14K – – –
GAG
2320
Goodman Advisory Group
Massachusetts
$2.14K +$1.85K +6 New
BIM
2321
Breakwater Investment Management
Washington
$1.78K – – –
BGWM
2322
Bridge Generations Wealth Management
Florida
$1.78K – – –
TC
2323
Trust Company
Kansas
$1.78K – – –
DWA
2324
Delos Wealth Advisors
Texas
$1.43K +$1.23K +4 New
DF
2325
DecisionPoint Financial
Arizona
$1.42K +$1.23K +4 New