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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
1501
J. Safra Asset Management
New York
$16K +$15.7K +1,218 New
Kayne Anderson Rudnick Investment Management
1502
Kayne Anderson Rudnick Investment Management
California
$15.9K +$786 +61 +5%
HWP
1503
Highline Wealth Partners
California
$15.8K +$4.77K +370 +44%
BW
1504
Bravera Wealth
North Dakota
$15.7K +$15.5K +1,200 New
HFS
1505
Hughes Financial Services
Virginia
$15.7K +$26 +2 +0.2%
TC
1506
Trust Company
Kansas
$15.6K -$4.18K -324 -21%
LIA
1507
Luken Investment Analytics
Tennessee
$15.3K +$387 +30 +3%
KFA
1508
Kelleher Financial Advisors
New York
$15.3K – – –
CAL
1509
Capital Advisors Ltd
Ohio
$15K +$696 +54 +5%
LWMI
1510
Legacy Wealth Management (Idaho)
Idaho
$14.9K +$11.4K +881 +347%
DPW
1511
DiNuzzo Private Wealth
Pennsylvania
$14.5K +$26 +2 +0.2%
QWM
1512
Quaker Wealth Management
New Jersey
$14.4K +$3.93K +305 +39%
BWAM
1513
Boyd Watterson Asset Management
Ohio
$14.2K -$722 -56 -5%
PWMG
1514
Private Wealth Management Group
New Jersey
$14.1K +$52 +4 +0.4%
MA
1515
Montag & Associates
Georgia
$13.9K -$37.9K -2,937 -73%
II
1516
Inspire Investing
Idaho
$13.9K +$13.6K +1,056 New
DT
1517
DV Trading
Illinois
$13.8K +$13.6K +1,051 New
HAP
1518
Harbor Asset Planning
Massachusetts
$13.7K – – –
TCM
1519
Tradewinds Capital Management
Washington
$13.7K – – –
HNW
1520
High Note Wealth
Minnesota
$13.6K +$2.71K +210 +25%
GJIA
1521
Glass Jacobson Investment Advisors
Maryland
$13.5K -$1.96K -152 -13%
S
1522
Sachetta
Massachusetts
$13.4K – – –
DWM
1523
Dogwood Wealth Management
Kansas
$13.4K +$3.04K +236 +30%
AWM
1524
Abound Wealth Management
Tennessee
$13.4K +$297 +23 +2%
MAM
1525
Meeder Asset Management
Ohio
$13.2K -$13.6K -1,054 -51%