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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1951
Dogwood Wealth Management
Kansas
$10.4K +$10.2K +17 New
PAM
1952
Parvin Asset Management
South Dakota
$10.4K +$10.2K +17 New
CI
1953
Clal Insurance
Israel
$10K +$7.21K +12 +300%
VFM
1954
Vision Financial Markets
Connecticut
$9.94K – – –
MTIC
1955
Missouri Trust & Investment Company
Missouri
$9.82K – – –
RS
1956
Rakuten Securities
Japan
$9.82K +$3.6K +6 +60%
GP
1957
Greenline Partners
New York
$9.82K +$9.61K +16 New
WTFG
1958
Wood Tarver Financial Group
Idaho
$9.21K – – –
RFS
1959
Richardson Financial Services
Massachusetts
$9.21K +$3K +5 +50%
SCM
1960
Summerhill Capital Management
Ontario, Canada
$8.6K -$3.58M -5,966 -100%
PP
1961
PFS Partners
New Jersey
$8.07K – – –
FPB
1962
First PREMIER Bank
South Dakota
$8K – – –
SWA
1963
SOA Wealth Advisors
New York
$7.98K – – –
OWP
1964
ORG Wealth Partners
Texas
$7.98K – – –
WIM
1965
Westside Investment Management
California
$7.98K – – –
TFM
1966
TFC Financial Management
Massachusetts
$7.37K -$1.8K -3 -20%
BAM
1967
Byrne Asset Management
New Jersey
$7.37K – – –
CWM
1968
Cedar Wealth Management
California
$7.37K – – –
MWM
1969
Mascoma Wealth Management
New Hampshire
$7.37K – – –
SPF
1970
South Plains Financial
Texas
$7.37K – – –
KA
1971
Kozak & Associates
Colorado
$7.18K – – –
BL
1972
BFSG LLC
California
$6.75K -$31.2K -52 -83%
SN
1973
Sittner & Nelson
Oregon
$6.75K -$1.2K -2 -15%
W
1974
WealthCollab
Washington
$6.75K – – –
BC
1975
Barrett & Company
Rhode Island
$6.14K – – –