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Name Holding Trade Value Shares
Change
Change in
Stake
OC
751
Oakworth Capital
Alabama
$9.15K -$131K -370 -94%
CWP
752
Clark Wealth Partners
Illinois
$8.74K – – –
MCM
753
Manchester Capital Management
Vermont
$8.32K -$2.13K -6 -23%
MAFA
754
MJT & Associates Financial Advisory
Minnesota
$8.32K +$7.11K +20 New
CMA
755
Cedar Mountain Advisors
Oregon
$7.9K – – –
GWM
756
Geneos Wealth Management
Colorado
$7.49K – – –
RS
757
Rakuten Securities
Japan
$7.49K +$3.55K +10 +125%
BWS
758
Buck Wealth Strategies
Colorado
$7.49K +$6.4K +18 New
SFCL
759
Strengthening Families & Communities LLC
Massachusetts
$7.49K +$6.4K +18 New
UFPG
760
United Financial Planning Group
New York
$7.07K – – –
MCM
761
MV Capital Management
Maryland
$6.66K +$1.42K +4 +33%
GBT
762
Grove Bank & Trust
Florida
$6.66K – – –
TFA
763
Transamerica Financial Advisors
Florida
$6.66K +$1.07K +3 +23%
RWM
764
Rialto Wealth Management
New York
$6.24K +$1.78K +5 +50%
DIP
765
DT Investment Partners
Pennsylvania
$5.82K – – –
CCMI
766
Creative Capital Management Investments
California
$5.82K +$4.97K +14 New
VWM
767
Valley Wealth Managers
New Jersey
$5.82K +$4.97K +14 New
BCV
768
Banque Cantonale Vaudoise
Switzerland
$5.34K -$545K -1,534 -11%
RF
769
Rossby Financial
Florida
$4.99K -$355 -1 -8%
DPW
770
DiNuzzo Private Wealth
Pennsylvania
$4.99K – – –
DWM
771
Dogwood Wealth Management
Kansas
$4.99K – – –
JFA
772
JNBA Financial Advisors
Minnesota
$4.58K – – –
WIM
773
Westside Investment Management
California
$4.58K – – –
BHWM
774
Bay Harbor Wealth Management
Maryland
$4.58K +$355 +1 +10%
HFS
775
Hughes Financial Services
Virginia
$4.58K +$2.13K +6 +120%