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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
826
Elevation Wealth Partners
California
$23.3K +$5.55K +26 +34%
LAS
827
Lloyd Advisory Services
Georgia
$22.8K +$21.3K +100 New
KFI
828
Key Financial Inc
Pennsylvania
$19.8K
WA
829
WPG Advisers
Maryland
$18.9K
BWA
830
Basecamp Wealth Advisors
Washington
$17.8K +$16.6K +78 New
FMII
831
Farmers & Merchants Investments Inc
Nebraska
$17.1K
BIA
832
Bell Investment Advisors
California
$17.1K +$4.69K +22 +42%
AIM
833
Anchor Investment Management
South Carolina
$16.4K +$1.92K +9 +14%
LWM
834
Lodestone Wealth Management
Washington
$16.4K +$15.4K +72 New
SC
835
SouthState Corp
Florida
$16.2K
FAMI
836
Fideuram Asset Management (Ireland)
$15.2K +$21.1K +99 New
BF
837
BOK Financial
Oklahoma
$14.6K -$213 -1 -2%
CPG
838
Cornerstone Planning Group
New Jersey
$14.4K -$10.7K -50 -46%
S
839
Sachetta
Massachusetts
$13.9K
BTD
840
BankPlus Trust Department
Mississippi
$13.5K
SIS
841
Sound Income Strategies
Florida
$13.3K +$1.49K +7 +15%
W
842
WealthCollab
Washington
$13K
RF
843
Rossby Financial
Florida
$12.5K +$2.99K +14 +34%
T. Rowe Price Investment Management
844
T. Rowe Price Investment Management
Maryland
$12K -$427 -2 -4%
WWA
845
Wealth Watch Advisors
Colorado
$11.9K
VWWMG
846
Vermillion & White Wealth Management Group
Pennsylvania
$11.6K
CT
847
Clearstead Trust
Maine
$11.4K -$1.49K -7 -12%
CT
848
Colonial Trust
South Carolina
$10.7K -$2.99K -14 -23%
HI
849
Harbour Investments
Wisconsin
$10.5K
VWA
850
Valued Wealth Advisors
Utah
$8.26K +$1.28K +6 +20%