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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1076
Arcadia Investment Advisors
Idaho
$12.9K – – –
KPP
1077
Kings Path Partners
Texas
$12.8K – – –
W
1078
WealthCollab
Washington
$12.7K +$2.8K +78 +25%
SIC
1079
SJS Investment Consulting
Ohio
$12.7K -$360 -10 -3%
ZB
1080
Zions Bancorporation
Utah
$12.7K – – –
BF
1081
BOK Financial
Oklahoma
$12.4K -$90.3K -2,511 -87%
FNWA
1082
Financial Network Wealth Advisors
Utah
$12.4K – – –
RWM
1083
Raffa Wealth Management
District of Columbia
$12.3K +$8.52K +237 +169%
CPG
1084
Cornerstone Planning Group
New Jersey
$10.8K +$575 +16 +5%
FFO
1085
Fortitude Family Office
Arizona
$10.5K +$431 +12 +4%
TCM
1086
Tradewinds Capital Management
Washington
$10.4K +$1.62K +45 +16%
SWC
1087
Spectrum Wealth Counsel
Indiana
$10.2K – – –
RCM
1088
Raleigh Capital Management
North Carolina
$10.1K -$935 -26 -8%
WAM
1089
WFA Asset Management
Wisconsin
$9.79K – – –
MCM
1090
Mainstream Capital Management
California
$9.3K +$10.2K +285 New
HWA
1091
HHM Wealth Advisors
Tennessee
$9.14K – – –
MAS
1092
MPWM Advisory Solutions
Georgia
$9.09K +$9.99K +278 New
NRWA
1093
North Ridge Wealth Advisors
Oregon
$9.04K +$9.96K +277 New
TCPG
1094
Trivant Custom Portfolio Group
California
$8.97K – – –
BC
1095
Bayforest Capital
United Kingdom
$8.74K +$9.63K +268 New
STB
1096
S&T Bank
Pennsylvania
$8.58K +$9.46K +263 New
OP
1097
ORG Partners
Indiana
$8.34K – – –
CHC
1098
City Holding Co
West Virginia
$8.16K +$8.99K +250 New
HIA
1099
Harbor Investment Advisory
Maryland
$7.93K – – –
CIR
1100
Clear Investment Research
Georgia
$7.61K +$72 +2 +0.9%