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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
651
Sound Income Strategies
Florida
$65.9K -$3.02K -23 -5%
OC
652
Oarsman Capital
Wisconsin
$65.3K +$6.69K +51 +13%
RCM
653
Richardson Capital Management
Wisconsin
$64.8K
AAG
654
Armstrong Advisory Group
Massachusetts
$61.6K
CIAM
655
Caitong International Asset Management
Hong Kong
$61K +$55.6K +424 New
GWM
656
Geneos Wealth Management
Colorado
$55.8K -$2.49K -19 -5%
BC
657
Bayforest Capital
United Kingdom
$54.7K +$49.8K +380 New
CH
658
Cromwell Holdings
Wyoming
$52.4K +$38.4K +293 +413%
AGWCA
659
Annis Gardner Whiting Capital Advisors
Florida
$48.4K
BIG
660
Brooklyn Investment Group
New York
$48.4K +$1.18K +9 +3%
SIM
661
Sentry Investment Management
Wisconsin
$48K -$32K -244 -42%
TWD
662
True Wealth Design
Ohio
$45.5K +$40.3K +307 +3,411%
HWA
663
HHM Wealth Advisors
Tennessee
$43.7K
GIA
664
GHP Investment Advisors
Colorado
$43.2K +$39.4K +300 New
SAM
665
Smartleaf Asset Management
Massachusetts
$42.7K +$20.7K +158 +114%
CFO
666
CVA Family Office
Colorado
$42.2K +$1.05K +8 +3%
CJ
667
Caitlin John
Michigan
$40.1K
FHA
668
First Horizon Advisors
Tennessee
$39.4K +$17.1K +130 +90%
DJSG
669
D.J. St. Germain
Massachusetts
$38.9K
MEG
670
Millstone Evans Group
Colorado
$37.4K +$34.1K +260 New
PCWA
671
Pacific Capital Wealth Advisors
California
$36K
RTC
672
Riverview Trust Company
Washington
$36K
CA
673
Clearstead Advisors
Ohio
$34.7K +$17.7K +135 +127%
DMBA
674
Deseret Mutual Benefit Administrators
Utah
$32.1K
AWM
675
Activest Wealth Management
Florida
$30.3K +$131 +1 +0.5%