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Name Holding Trade Value Shares
Change
Change in
Stake
IW
3276
Imprint Wealth
South Carolina
$99.4K -$3.13K -10 -4%
EWP
3277
Elevation Wealth Partners
California
$98.7K +$26.9K +86 +48%
MFT
3278
Moisand Fitzgerald Tamayo
Florida
$97.9K – – –
RRMM
3279
Regatta Research & Money Management
Louisiana
$97.2K +$81.4K +260 New
JGCM
3280
Joseph Group Capital Management
Ohio
$97.2K +$28.8K +92 +55%
SNBOSCI
3281
Security National Bank of Sioux City Iowa
Iowa
$95.3K +$79.8K +255 New
QL
3282
Quarry LP
New York
$94.9K -$276K -882 -78%
HCM
3283
Horrell Capital Management
Arkansas
$93.4K – – –
SC
3284
Solstein Capital
California
$90.8K – – –
CBT
3285
Crews Bank & Trust
Florida
$90.4K – – –
SSG
3286
Summit Securities Group
New York
$90.4K +$21.9K +70 +41%
KG
3287
Kilter Group
New York
$90K +$17.2K +55 +30%
DRP
3288
Decker Retirement Planning
Utah
$89.4K +$18.2K +58 +32%
Q1WB
3289
Quest 10 Wealth Builders
Virginia
$87.4K -$313 -1 -0.4%
CAL
3290
Capital Advisors Ltd
Ohio
$87K -$2.5K -8 -3%
APW
3291
Allied Private Wealth
Florida
$86.9K +$76.4K +244 New
FNWA
3292
Financial Network Wealth Advisors
Utah
$85.2K +$8.77K +28 +14%
CFM
3293
Cornerstone Financial Management
Massachusetts
$84.8K +$19.1K +61 +37%
AEPWM
3294
Atlantic Edge Private Wealth Management
Florida
$84.6K – – –
PWS
3295
Peterson Wealth Services
Utah
$84.5K – – –
WT
3296
WHI Trust
Illinois
$84.1K – – –
NWS
3297
Nvest Wealth Strategies
Ohio
$83.9K +$313 +1 +0.4%
MUMSS
3298
Mitsubishi UFJ Morgan Stanley Securities
Japan
$83.3K -$136K -434 -66%
DF
3299
Downshift Financial
Colorado
$83.3K +$69.8K +223 New
MS
3300
Monetary Solutions
Ohio
$83.2K +$313 +1 +0.5%