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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
676
Elevation Wealth Partners
California
$10.1K +$7.17K +35 +152%
Arax Advisory Partners
677
Arax Advisory Partners
Colorado
$9.88K -$155K -756 -93%
MCM
678
MV Capital Management
Maryland
$9.36K -$5.53K -27 -33%
BIA
679
Bell Investment Advisors
California
$9.19K +$2.67K +13 +33%
SWM
680
SHP Wealth Management
Massachusetts
$9.13K +$2.46K +12 +29%
PWMG
681
Prestige Wealth Management Group
New Jersey
$8.71K -$1.02K -5 -9%
Farmers & Merchants Investments Inc
682
Farmers & Merchants Investments Inc
Nebraska
$8.67K – – –
PB
683
Prosperity Bancshares
Texas
$8.67K +$3.89K +19 +61%
S
684
Sachetta
Massachusetts
$8.34K +$820 +4 +9%
KAS
685
Kemnay Advisory Services
New York
$8.32K +$5.53K +27 +129%
SR
686
Swiss Re
Switzerland
$8.15K – – –
PWA
687
Physician Wealth Advisors
Utah
$7.98K +$615 +3 +7%
TGY2IT
688
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$7.98K +$9.43K +46 New
RFP
689
Root Financial Partners
California
$7.8K -$9.63K -47 -51%
AWM
690
Abound Wealth Management
Tennessee
$7.46K +$205 +1 +2%
CB
691
Community Bank
New York
$7.46K – – –
HPWM
692
High Point Wealth Management
New Jersey
$7.01K – – –
GXJ
693
Global X Japan
Japan
$6.76K -$6.97K -34 -47%
TWD
694
True Wealth Design
Ohio
$5.9K -$5.53K -27 -44%
VR
695
Vision Retirement
New Jersey
$5.89K – – –
Vanguard National Trust
696
Vanguard National Trust
Pennsylvania
$5.89K +$6.97K +34 New
Migdal Insurance & Financial Holdings
697
Migdal Insurance & Financial Holdings
Israel
$5.72K +$6.76K +33 New
HFS
698
Horizon Financial Services
North Carolina
$5.38K +$1.84K +9 +41%
NFSG
699
Newbridge Financial Services Group
Florida
$5.2K +$6.15K +30 New
CPG
700
Cornerstone Planning Group
New Jersey
$5.03K +$1.23K +6 +38%