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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
376
Dogwood Wealth Management
Kansas
$11.4K +$2.62K +27 +38%
EFMH
377
E Fund Management (HK)
Hong Kong
$11.1K -$7.17K -74 -44%
TCM
378
Tradewinds Capital Management
Washington
$11.1K -$2.81K -29 -23%
KFAS
379
Keating Financial Advisory Services
Kansas
$10.2K +$2.13K +22 +33%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$10K -$485 -5 -5%
BBPWM
381
Blue Bell Private Wealth Management
Pennsylvania
$9.58K – – –
CA
382
Clearstead Advisors
Ohio
$9.35K +$7.85K +81 New
EP
383
Essential Partners
California
$8.43K -$12K -124 -63%
CFO
384
CVA Family Office
Colorado
$8.43K +$1.84K +19 +35%
MIM
385
MTM Investment Management
South Carolina
$6.81K +$5.72K +59 New
IAIM
386
International Assets Investment Management
Florida
$6.77K +$6.21K +64 New
W
387
WealthCollab
Washington
$6.58K – – –
ZBNA
388
Zions Bancorporation, National Association
Utah
$6.12K -$1.45K -15 -22%
HI
389
Harbour Investments
Wisconsin
$5.77K – – –
GA
390
GoalVest Advisory
New York
$4.62K -$1.52M -15,700 -100%
JWA
391
JFS Wealth Advisors
Pennsylvania
$4.04K +$97 +1 +3%
QL
392
Quarry LP
New York
$3.69K +$3.1K +32 New
AssetMark Inc
393
AssetMark Inc
California
$3.58K +$2.33K +24 +343%
RWM
394
Rialto Wealth Management
New York
$2.31K +$1.36K +14 +233%
SWM
395
Spire Wealth Management
Virginia
$2.31K +$1.94K +20 New
VFM
396
Vision Financial Markets
Connecticut
$2.12K – – –
LI
397
LRI Investments
Florida
$2.08K +$485 +5 +38%
Bessemer Group
398
Bessemer Group
New Jersey
$2K +$1.84K +19 New
CCMI
399
Creative Capital Management Investments
California
$1.96K +$1.65K +17 New
BHWM
400
Bay Harbor Wealth Management
Maryland
$1.85K +$582 +6 +60%