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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1601
Penserra Capital Management
California
$4K – – –
FDCP
1602
Foster Dykema Cabot & Partners
Massachusetts
$4K +$878 +71 +29%
WAG
1603
Wiser Advisor Group
Arizona
$3.95K +$3.9K +315 New
PS
1604
PayPay Securities
Japan
$3.83K +$25 +2 +0.7%
Kayne Anderson Rudnick Investment Management
1605
Kayne Anderson Rudnick Investment Management
California
$3.81K +$161 +13 +4%
PWMA
1606
Pension & Wealth Management Advisors
Massachusetts
$3.81K +$1.26K +102 +51%
W
1607
WealthCollab
Washington
$3.76K – – –
VF
1608
VitalStone Financial
Texas
$3.64K -$297 -24 -8%
CT
1609
Colonial Trust
South Carolina
$3.2K – – –
CWM
1610
Compass Wealth Management
Connecticut
$3.13K – – –
CA
1611
Centerpoint Advisors
Massachusetts
$3K – – –
RBC
1612
Roble Belko & Company
Pennsylvania
$3K – – –
RTL
1613
Red Tortoise LLC
Georgia
$2.9K – – –
GIM
1614
Gold Investment Management
Alberta, Canada
$2.87K -$12 -1 -0.4%
YAL
1615
Your Advocates Ltd
Texas
$2.86K -$18.6K -1,500 -87%
LFA
1616
LGT Financial Advisors
Texas
$2.81K – – –
KHC
1617
Koesten Hirschmann & Crabtree
Kansas
$2.66K – – –
CFB
1618
Cullen/Frost Bankers
Texas
$2.55K -$118K -9,540 -98%
EWP
1619
Elevation Wealth Partners
California
$2.51K -$2.5K -202 -50%
CAM
1620
ClariVest Asset Management
California
$2.12K -$5.78K -467 -73%
BFPW
1621
BOK Financial Private Wealth
Colorado
$2.01K – – –
BFP
1622
Briaud Financial Planning
Texas
$2K – – –
HFS
1623
HBC Financial Services
Washington
$2K – – –
RWM
1624
Ruedi Wealth Management
Illinois
$1.77K +$1.74K +141 New
SHIM
1625
Stone House Investment Management
Pennsylvania
$1.76K – – –