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Name Holding Trade Value Shares
Change
Change in
Stake
OW
1876
Olistico Wealth
Oklahoma
$96.8K
AFC
1877
Ares Financial Consulting
California
$95.8K
AIC
1878
Archer Investment Corporation
Indiana
$95.7K -$208K -1,420 -69%
RFA
1879
Reyes Financial Architecture
California
$95.7K -$60K -410 -39%
IBOK
1880
Independence Bank of Kentucky
Kentucky
$95.7K -$32.2K -220 -25%
CT
1881
Clearstead Trust
Maine
$95.7K -$7.32K -50 -7%
PB
1882
Prosperity Bancshares
Texas
$94.2K
SR
1883
Swiss Re
Switzerland
$94.2K
BCM
1884
Boreal Capital Management
Florida
$91.3K
HWA
1885
HHM Wealth Advisors
Tennessee
$86.9K +$2.93K +20 +4%
FPF
1886
First Pacific Financial
Washington
$85.8K +$8.78K +60 +12%
EP
1887
Essential Partners
California
$85.4K
SWM
1888
SHP Wealth Management
Massachusetts
$84.2K +$32.2K +220 +63%
AWM
1889
Activest Wealth Management
Florida
$82.8K +$21.9K +150 +37%
LWM
1890
Lodestone Wealth Management
Washington
$82.5K -$5.85K -40 -7%
EPIMS
1891
Evelyn Partners Investment Management Services
$82.5K
WTA
1892
Washington Trust Advisors
Massachusetts
$81K +$7.32K +50 +10%
S
1893
Sachetta
Massachusetts
$78K +$2.93K +20 +4%
AA
1894
Ancora Advisors
Ohio
$77K +$2.93K +20 +4%
SSA
1895
Schonfeld Strategic Advisors
New York
$76.6K -$323K -2,210 -81%
AWM
1896
Abound Wealth Management
Tennessee
$75.9K +$43.9K +300 +136%
GCM
1897
Gables Capital Management
Florida
$75.1K
VIS
1898
Vega Investment Solutions
France
$73.6K
PWA
1899
Physician Wealth Advisors
Utah
$73.6K +$7.32K +50 +11%
NRG
1900
Nemes Rush Group
Michigan
$70.7K