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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Clearstead Trust
Maine
$9.53K – – –
HNB
502
Huntington National Bank
Ohio
$9.23K +$1.01K +7 +13%
CFO
503
CVA Family Office
Colorado
$8.62K +$288 +2 +4%
WA
504
WPG Advisers
Maryland
$7.57K +$720 +5 +11%
FFO
505
Fortitude Family Office
Arizona
$7.11K -$1.73K -12 -20%
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$7.11K – – –
CAL
507
Capital Advisors Ltd
Ohio
$7K – – –
LFA
508
LGT Financial Advisors
Texas
$6.99K – – –
RF
509
Rossby Financial
Florida
$6.36K +$864 +6 +17%
NFSG
510
Newbridge Financial Services Group
Florida
$6.05K – – –
SGFG
511
Silver Grove Financial Group
New York
$6.05K +$5.76K +40 New
APFP
512
Action Point Financial Planning
Michigan
$5.14K +$5.04K +35 New
HWP
513
Highline Wealth Partners
California
$5.14K – – –
AFC
514
Ares Financial Consulting
California
$4.69K – – –
SEP
515
Signature Equity Partners
Ohio
$4.69K +$2.16K +15 +94%
EWP
516
Elevation Wealth Partners
California
$4.09K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$4.09K – – –
MEG
518
Millstone Evans Group
Colorado
$4.08K – – –
IAIM
519
International Assets Investment Management
Florida
$4.05K – – –
SIM
520
Synergy Investment Management
Florida
$3.9K +$3.89K +27 New
PWMG
521
Prestige Wealth Management Group
New Jersey
$3.78K – – –
FHC
522
First Horizon Corporation
Tennessee
$3.63K +$1.15K +8 +50%
BWL
523
Bogart Wealth LLC
Virginia
$3.48K +$1.15K +8 +53%
BW
524
Basepoint Wealth
Iowa
$3.03K – – –
SFS
525
Sunrise Financial Services
Washington
$2.88K – – –