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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
2101
Trifecta Capital Advisors
Illinois
$21.2K +$15.9K +22 +244%
HCM
2102
Hollencrest Capital Management
California
$21.2K – – –
NCM
2103
Northwest Capital Management
Oregon
$21.2K – – –
NWMP
2104
Noble Wealth Management PBC
Colorado
$21.2K +$22.3K +31 New
VWA
2105
Valued Wealth Advisors
Utah
$20.5K – – –
KTC
2106
Kentucky Trust Company
Kentucky
$20.5K – – –
AP
2107
Aspect Partners
Virginia
$20.5K +$721 +1 +3%
T2I
2108
Turim 21 Investimentos
Brazil
$20.2K +$15.9K +22 New
MAM
2109
Marquette Asset Management
Minnesota
$19.8K +$20.9K +29 New
TIM
2110
Tortoise Investment Management
New York
$19.8K -$2.16K -3 -9%
HC
2111
Hurley Capital
New York
$19.8K +$20.9K +29 New
RF
2112
Robinswood Financial
Washington
$19.2K – – –
HDIM
2113
Hanson & Doremus Investment Management
Vermont
$18K – – –
EWP
2114
Elevation Wealth Partners
California
$17.8K +$18.7K +26 New
NEWAS
2115
N.E.W. Advisory Services
Wisconsin
$17.1K – – –
SA
2116
Strategic Advocates
Utah
$17.1K +$18K +25 New
WWA
2117
Wealth Watch Advisors
Colorado
$16.4K +$17.3K +24 New
MNA
2118
Manning & Napier Advisors
New York
$15.7K +$16.6K +23 New
OIA
2119
Optimum Investment Advisors
Illinois
$13.7K – – –
FFA
2120
Frazier Financial Advisors
Ohio
$13K – – –
W
2121
WealthCollab
Washington
$13K +$2.16K +3 +19%
BFS
2122
Bare Financial Services
Pennsylvania
$13K +$2.88K +4 +27%
ATC
2123
Adirondack Trust Company
New York
$13K – – –
DWM
2124
Dogwood Wealth Management
Kansas
$12.3K -$13K -18 -50%
MTIC
2125
Missouri Trust & Investment Company
Missouri
$12.3K – – –