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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1901
Ancora Advisors
Ohio
$77K +$2.93K +20 +4%
SSA
1902
Schonfeld Strategic Advisors
New York
$76.6K -$323K -2,210 -81%
AWM
1903
Abound Wealth Management
Tennessee
$75.9K +$43.9K +300 +136%
GCM
1904
Gables Capital Management
Florida
$75.1K – – –
VIS
1905
Vega Investment Solutions
France
$73.6K – – –
PWA
1906
Physician Wealth Advisors
Utah
$73.6K +$7.32K +50 +11%
NRG
1907
Nemes Rush Group
Michigan
$70.7K – – –
RDFA
1908
Ritter Daniher Financial Advisory
Ohio
$70.5K – – –
KAS
1909
Kemnay Advisory Services
New York
$69.2K -$7.32K -50 -10%
RS
1910
Rakuten Securities
Japan
$69.2K +$8.78K +60 +15%
AP
1911
Atwood & Palmer
Missouri
$67.7K – – –
1IA
1912
1620 Investment Advisors
Massachusetts
$67.5K – – –
CCWM
1913
Cassaday & Co Wealth Management
Virginia
$66.3K +$65.8K +450 New
APW
1914
Aventura Private Wealth
Florida
$66.3K – – –
ECM
1915
Estabrook Capital Management
New York
$64.8K – – –
RA
1916
Rational Advisors
New York
$63.3K – – –
WA
1917
WPG Advisers
Maryland
$63.3K +$10.2K +70 +19%
TSMHT
1918
Thurston Springer Miller Herd & Titak
Indiana
$61.8K – – –
JWM
1919
JPL Wealth Management
Colorado
$60.4K +$60K +410 New
FFO
1920
Fortitude Family Office
Arizona
$60.4K -$86.3K -590 -59%
SIC
1921
SJS Investment Consulting
Ohio
$60.4K +$2.93K +20 +5%
JGCM
1922
Joseph Group Capital Management
Ohio
$60.4K +$33.6K +230 +128%
HWP
1923
Highline Wealth Partners
California
$59K +$13.2K +90 +29%
NFSG
1924
Newbridge Financial Services Group
Florida
$57.6K -$58.5K -400 -51%
MAFA
1925
MJT & Associates Financial Advisory
Minnesota
$57.4K -$4.39K -30 -7%