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Name Holding Trade Value Shares
Change
Change in
Stake
MS
1576
Mizuho Securities
Japan
$34.4K -$1.38M -5,310 -98%
QC
1577
Quent Capital
New York
$34K +$3.12K +12 +10%
LFA
1578
Level Financial Advisors
New York
$31K – – –
CTWM
1579
Cherry Tree Wealth Management
Minnesota
$28.9K – – –
TWP
1580
TFO Wealth Partners
Ohio
$28.3K +$260 +1 +0.9%
GG
1581
Gleason Group
Kentucky
$28.2K +$260 +1 +0.9%
FFA
1582
Fairfield Financial Advisors
Massachusetts
$27.8K – – –
PWA
1583
Provenance Wealth Advisors
Florida
$27.3K +$26.8K +103 New
VWM
1584
Valley Wealth Managers
New Jersey
$26.5K -$107K -410 -80%
CMBA
1585
C.M. Bidwell & Associates
Hawaii
$26.5K – – –
LB
1586
Legacy Bridge
Iowa
$26.5K – – –
RWM
1587
Ruedi Wealth Management
Illinois
$26.5K – – –
PSB
1588
Piscataqua Savings Bank
New Hampshire
$26.5K – – –
JWA
1589
JFS Wealth Advisors
Pennsylvania
$25.7K +$1.04K +4 +4%
SCM
1590
Silvant Capital Management
Georgia
$25.6K – – –
SPWM
1591
Spartan Planning & Wealth Management
North Carolina
$24.1K +$23.7K +91 New
HWM
1592
HighMark Wealth Management
Minnesota
$24K – – –
BCM
1593
Bourgeon Capital Management
Connecticut
$23.8K – – –
Legacy Financial Group (Iowa)
1594
Legacy Financial Group (Iowa)
Iowa
$23.8K +$23.4K +90 New
BIA
1595
Bell Investment Advisors
California
$23.3K -$1.82K -7 -7%
TCA
1596
Trifecta Capital Advisors
Illinois
$22.3K – – –
FWM
1597
Focused Wealth Management
New York
$20.6K – – –
WOC
1598
West Oak Capital
California
$20K – – –
SFG
1599
Steward Financial Group
Texas
$20K +$1.56K +6 +9%
GWSA
1600
Global Wealth Strategies & Associates
Colorado
$19.4K -$1.3K -5 -6%