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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
2301
Financial Gravity Companies
Texas
$5.71K +$4.93K +16 New
T
2302
Tidemark
California
$5.36K
PCM
2303
Perritt Capital Management
Illinois
$5K
BHWM
2304
Bay Harbor Wealth Management
Maryland
$4.64K +$2.16K +7 +117%
SAS
2305
Spurstone Advisory Services
Connecticut
$4.28K +$3.7K +12 New
HHGA
2306
Halbert Hargrove Global Advisors
California
$3.93K -$924 -3 -21%
AFG
2307
Albion Financial Group
Utah
$3.93K
BCM
2308
Blume Capital Management
California
$3.93K +$2.16K +7 +175%
PWM
2309
Parkworth Wealth Management
California
$3.93K +$2.16K +7 +175%
SC
2310
Swan Capital
Florida
$3.93K +$3.39K +11 New
CSC
2311
Caldwell Sutter Capital
California
$3.57K
PPA
2312
Painted Porch Advisors
California
$3.57K
QWM
2313
Quaker Wealth Management
New Jersey
$3.57K +$3.08K +10 New
RWM
2314
Rialto Wealth Management
New York
$3.21K +$924 +3 +50%
WA
2315
WPG Advisers
Maryland
$2.86K
PS
2316
PayPay Securities
Japan
$2.86K +$308 +1 +14%
BC
2317
Broadwater Capital
Massachusetts
$2.86K +$877K +2,848 +35,600%
W
2318
WealthCollab
Washington
$2.14K
GAG
2319
Goodman Advisory Group
Massachusetts
$2.14K +$1.85K +6 New
BIM
2320
Breakwater Investment Management
Washington
$1.78K
BGWM
2321
Bridge Generations Wealth Management
Florida
$1.78K
TC
2322
Trust Company
Kansas
$1.78K
DWA
2323
Delos Wealth Advisors
Texas
$1.43K +$1.23K +4 New
DF
2324
DecisionPoint Financial
Arizona
$1.42K +$1.23K +4 New
RJA
2325
Ross\Johnson & Associates
Minnesota
$357