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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1251
OneFund LLC
Florida
$82.7K -$4.64K -22 -5%
CWM
1252
Consultiva Wealth Management
Puerto Rico
$81.9K – – –
RFS
1253
Richardson Financial Services
Massachusetts
$79.4K +$21.3K +101 +36%
EA
1254
Evolution Advisers
Virginia
$79K – – –
BA
1255
Ballast Advisors
Minnesota
$76.9K +$78K +370 New
RFP
1256
Root Financial Partners
California
$75.8K -$32.5K -154 -30%
PB
1257
Pinnacle Bancorp
Nebraska
$74.6K – – –
MO
1258
McMillan Office
Michigan
$74.4K – – –
LI
1259
LRI Investments
Florida
$73.9K +$6.12K +29 +9%
HNW
1260
High Note Wealth
Minnesota
$73.4K +$422 +2 +0.6%
DAM
1261
Delta Asset Management
Tennessee
$72.8K +$2.11K +10 +3%
SouthState Corp
1262
SouthState Corp
Florida
$71.7K – – –
PGAM
1263
Princeton Global Asset Management
New Jersey
$71.3K – – –
AIM
1264
Anchor Investment Management
South Carolina
$70.7K -$155K -737 -68%
Harvest Fund Management
1265
Harvest Fund Management
China
$69K +$70.2K +333 New
GG
1266
Gleason Group
Kentucky
$68.8K +$422 +2 +0.6%
VWA
1267
VSM Wealth Advisory
Maryland
$68.7K – – –
BFPW
1268
BOK Financial Private Wealth
Colorado
$68.6K – – –
BWM
1269
Bernard Wealth Management
Michigan
$68.1K +$422 +2 +0.6%
S
1270
Sachetta
Massachusetts
$67.6K +$633 +3 +0.9%
FWA
1271
Flagship Wealth Advisors
Massachusetts
$66.4K – – –
CWM
1272
Cranbrook Wealth Management
Michigan
$65.3K – – –
SWM
1273
SHP Wealth Management
Massachusetts
$65K +$5.91K +28 +10%
RBC
1274
Roble Belko & Company
Pennsylvania
$65K +$422 +2 +0.6%
PWPS
1275
Pinnacle Wealth Planning Services
Ohio
$64.9K -$3.16K -15 -5%