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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
2151
Sunrise Financial Services
Washington
$21.2K +$21.1K +32 New
NWMP
2152
Noble Wealth Management PBC
Colorado
$20.5K – – –
VWWMG
2153
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K +$13.9K +21 +210%
EWP
2154
Elevation Wealth Partners
California
$19.9K +$2.64K +4 +15%
VWA
2155
Valued Wealth Advisors
Utah
$19.2K -$661 -1 -3%
PWM
2156
Proathlete Wealth Management
Florida
$19.2K +$19.2K +29 New
RF
2157
Robinswood Financial
Washington
$18.6K – – –
HC
2158
Hurley Capital
New York
$18.5K -$661 -1 -3%
CFM
2159
Cornerstone Financial Management
Massachusetts
$18.5K +$18.5K +28 New
NRG
2160
Nemes Rush Group
Michigan
$18K +$6.61K +10 +59%
HDIM
2161
Hanson & Doremus Investment Management
Vermont
$18K – – –
GAFA
2162
Garton & Associates Financial Advisors
Kentucky
$18K +$17.8K +27 New
KA
2163
Kozak & Associates
Colorado
$17.6K +$9.91K +15 +125%
HHGA
2164
Halbert Hargrove Global Advisors
California
$17.3K -$9.91K -15 -37%
NEWAS
2165
N.E.W. Advisory Services
Wisconsin
$16.6K – – –
NWS
2166
Nvest Wealth Strategies
Ohio
$15.9K +$15.9K +24 New
SA
2167
Strategic Advocates
Utah
$15.4K -$1.32K -2 -8%
MNA
2168
Manning & Napier Advisors
New York
$15.4K – – –
TCA
2169
Trifecta Capital Advisors
Illinois
$14.6K -$5.95K -9 -29%
HIA
2170
HFM Investment Advisors
New Jersey
$14.6K +$13.2K +20 +1,000%
AS
2171
Altshuler Shaham
Israel
$14.6K +$3.96K +6 +38%
AI
2172
Atomic Invest
New York
$14.6K +$14.5K +22 New
T2I
2173
Turim 21 Investimentos
Brazil
$14.6K +$48.2K +73 +332%
FCAS
2174
First Command Advisory Services
Texas
$13.9K +$10.6K +16 +320%
MFP
2175
Meramec Financial Planners
Missouri
$13.3K +$19.8K +30 New