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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
826
Golden State Wealth Management
California
$24.6K – – –
TWD
827
True Wealth Design
Ohio
$23.9K -$7.47K -35 -25%
PWA
828
Physician Wealth Advisors
Utah
$23.5K +$640 +3 +3%
EWP
829
Elevation Wealth Partners
California
$23.3K +$5.55K +26 +34%
LAS
830
Lloyd Advisory Services
Georgia
$22.8K +$21.3K +100 New
BIM
831
Bullseye Investment Management
Ohio
$22.8K +$21.3K +100 New
MI
832
Motiv8 Investments
Florida
$21K +$19.8K +93 New
KFI
833
Key Financial Inc
Pennsylvania
$19.8K – – –
WA
834
WPG Advisers
Maryland
$18.9K – – –
BWA
835
Basecamp Wealth Advisors
Washington
$17.8K +$16.6K +78 New
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$17.1K – – –
BIA
837
Bell Investment Advisors
California
$17.1K +$4.69K +22 +42%
AIM
838
Anchor Investment Management
South Carolina
$16.4K +$1.92K +9 +14%
LWM
839
Lodestone Wealth Management
Washington
$16.4K +$15.4K +72 New
SC
840
SouthState Corp
Florida
$16.2K – – –
FAMI
841
Fideuram Asset Management (Ireland)
$15.2K +$21.1K +99 New
BF
842
BOK Financial
Oklahoma
$14.6K -$213 -1 -2%
CPG
843
Cornerstone Planning Group
New Jersey
$14.4K -$10.7K -50 -46%
S
844
Sachetta
Massachusetts
$13.9K – – –
BTD
845
BankPlus Trust Department
Mississippi
$13.5K – – –
SIS
846
Sound Income Strategies
Florida
$13.3K +$1.49K +7 +15%
W
847
WealthCollab
Washington
$13K – – –
RF
848
Rossby Financial
Florida
$12.5K +$2.99K +14 +34%
T. Rowe Price Investment Management
849
T. Rowe Price Investment Management
Maryland
$12K -$427 -2 -4%
WWA
850
Wealth Watch Advisors
Colorado
$11.9K – – –