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Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$17.8K – – –
VWM
352
Valley Wealth Managers
New Jersey
$17.8K – – –
HWP
353
Highline Wealth Partners
California
$14.4K – – –
BIA
354
Bell Investment Advisors
California
$9.61K -$6.51K -221 -37%
W
355
WealthCollab
Washington
$9.25K -$6.87K -233 -39%
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$7.87K – – –
EWP
357
Elevation Wealth Partners
California
$7.85K +$9.07K +308 New
AWM
358
Abound Wealth Management
Tennessee
$7.49K – – –
VWM
359
Vermillion Wealth Management
Minnesota
$7.29K – – –
CA
360
Continuum Advisory
Idaho
$7.06K +$8.16K +277 New
CA
361
Clearstead Advisors
Ohio
$7.05K +$265 +9 +3%
HIIFS
362
Harel Insurance Investments & Financial Services
Israel
$7K – – –
PB
363
Pinnacle Bancorp
Nebraska
$6.96K +$8.04K +273 New
SWM
364
Spire Wealth Management
Virginia
$6.85K +$147 +5 +2%
HIC
365
Hamrick Investment Counsel
Washington
$6.63K – – –
CIA
366
Cape Investment Advisory
Georgia
$6.57K +$7.6K +258 New
BTI
367
Blue Trust Inc
Georgia
$6.5K -$943 -32 -11%
VERPA
368
Virginia Estate & Retirement Planning Advisors
Virginia
$6.37K – – –
AWM
369
Activest Wealth Management
Florida
$6.06K +$7.01K +238 New
CA
370
CoreCap Advisors
Michigan
$5.78K +$5.07K +172 +313%
JFG
371
JDM Financial Group
Texas
$5.28K – – –
CAM
372
Costello Asset Management
Pennsylvania
$5.1K – – –
PCA
373
Providence Capital Advisors
North Carolina
$5.1K +$5.89K +200 New
KG
374
Kilter Group
New York
$4.79K +$4.13K +140 +292%
SEP
375
Signature Equity Partners
Ohio
$4.56K +$5.27K +179 New
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