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Name Holding Trade Value Shares
Change
Change in
Stake
Elevation Wealth Partners
301
Elevation Wealth Partners
California
$8.05K +$7.56K +297 New
Cornerstone Planning Group
302
Cornerstone Planning Group
New Jersey
$7.99K +$4.15K +163 +139%
EFG International
303
EFG International
$7.05K +$2.39K +94 +57%
Retirement Wealth Solutions
304
Retirement Wealth Solutions
Wisconsin
$7.02K +$5.62K +221 +582%
Rossby Financial
305
Rossby Financial
Florida
$6.8K -$56.8K -2,232 -90%
Boyd Watterson Asset Management
306
Boyd Watterson Asset Management
Ohio
$6.78K – – –
First Command Advisory Services
307
First Command Advisory Services
Texas
$6.64K +$6.23K +245 New
AmeriFlex Group
308
AmeriFlex Group
Nevada
$6.34K +$5.95K +234 New
HM Payson & Co
309
HM Payson & Co
Maine
$6.26K – – –
Cornerstone Financial Management
310
Cornerstone Financial Management
Massachusetts
$6.18K +$3.13K +123 +117%
Caldwell Trust
311
Caldwell Trust
Florida
$6.05K +$458 +18 +9%
GW&K Investment Management
312
GW&K Investment Management
Massachusetts
$6K +$331 +13 +7%
CoreCap Advisors
313
CoreCap Advisors
Michigan
$5.77K +$76 +3 +1%
Godfrey Financial Associates
314
Godfrey Financial Associates
New York
$5.62K – – –
CVA Family Office
315
CVA Family Office
Colorado
$5.42K -$2.98K -117 -37%
WealthCollab
316
WealthCollab
Washington
$5.31K -$5.98K -235 -55%
Group One Trading
317
Group One Trading
Illinois
$4.96K -$146K -5,745 -97%
Key Financial Inc
318
Key Financial Inc
Pennsylvania
$4.96K – – –
SHP Wealth Management
319
SHP Wealth Management
Massachusetts
$4.34K +$3.33K +131 +452%
SEP
320
Signature Equity Partners
Ohio
$4.28K +$839 +33 +26%
North Star Investment Management
321
North Star Investment Management
Illinois
$4.23K -$916 -36 -19%
Colonial Trust
322
Colonial Trust
South Carolina
$4.23K +$1.17K +46 +42%
JDM Financial Group
323
JDM Financial Group
Texas
$4.09K – – –
RMG Wealth Management
324
RMG Wealth Management
Wisconsin
$4.07K +$3.31K +130 New
BOK Financial Private Wealth
325
BOK Financial Private Wealth
Colorado
$3.9K +$3.66K +144 New