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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1001
Roble Belko & Company
Pennsylvania
$12K
GKIM
1002
GW&K Investment Management
Massachusetts
$12K +$530 +18 +5%
AIA
1003
Arcadia Investment Advisors
Idaho
$11.9K -$6K -204 -34%
LF
1004
LifeSteps Financial
California
$11.3K +$11K +375 New
HI
1005
Hoey Investments
Pennsylvania
$10.6K
WWM
1006
Wolff Wiese Magana
California
$10.6K
W
1007
WealthCollab
Washington
$9.43K
FFO
1008
Fortitude Family Office
Arizona
$9.37K
PPWM
1009
PFG Private Wealth Management
Florida
$9.22K
PMFA
1010
Plante Moran Financial Advisors
Michigan
$9.07K
SA
1011
Scarborough Advisors
Maryland
$9.07K
WAM
1012
WFA Asset Management
Wisconsin
$9.07K +$8.83K +300 New
FPFS
1013
First Personal Financial Services
North Carolina
$9.01K +$8.77K +298 New
SWC
1014
Spectrum Wealth Counsel
Indiana
$8.7K
1832 Asset Management
1015
1832 Asset Management
Ontario, Canada
$8.61K
RCM
1016
Raleigh Capital Management
North Carolina
$8.31K +$3.38K +115 +72%
GJWM
1017
Gilliland Jeter Wealth Management
Arkansas
$8.01K +$7.8K +265 New
SIC
1018
SJS Investment Consulting
Ohio
$7.83K -$177 -6 -2%
CA
1019
Crewe Advisors
Utah
$7.68K +$7.47K +254 New
HIA
1020
Harbor Investment Advisory
Maryland
$7.34K
GA
1021
GoalVest Advisory
New York
$7.25K +$2.35K +80 +50%
CIA
1022
Cape Investment Advisory
Georgia
$6.89K
CIR
1023
Clear Investment Research
Georgia
$6.87K +$59 +2 +0.9%
CTWM
1024
Cherry Tree Wealth Management
Minnesota
$6.86K
HFM
1025
Hartford Financial Management
Connecticut
$6.53K