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Name Holding Trade Value Shares
Change
Change in
Stake
MDA
3351
Minot DeBlois Advisors
Massachusetts
$110K -$1.89K -25 -2%
WCMN
3352
Westchester Capital Management (Nebraska)
Nebraska
$110K
RS
3353
Rakuten Securities
Japan
$107K -$35.8K -473 -25%
GA
3354
GoalVest Advisory
New York
$107K +$3.25K +43 +3%
FW
3355
Fairway Wealth
Ohio
$107K +$100K +1,326 +1,722%
STB
3356
S&T Bank
Pennsylvania
$107K -$33K -437 -24%
AWM
3357
Activest Wealth Management
Florida
$105K +$24K +318 +30%
TGY2IT
3358
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$104K +$103K +1,369 New
RWM
3359
Rialto Wealth Management
New York
$103K +$5.37K +71 +6%
KAS
3360
Kemnay Advisory Services
New York
$102K -$4.76K -63 -4%
FFL
3361
Financial Freedom LLC
Ohio
$102K +$7.56K +100 +8%
WG
3362
Wellington Group
Indiana
$102K -$27.5K -364 -21%
FFO
3363
Fortitude Family Office
Arizona
$101K +$42.5K +562 +73%
MIFH
3364
Migdal Insurance & Financial Holdings
Israel
$99.4K +$52.8K +698 +115%
PCTC
3365
Perkins Coie Trust Company
Washington
$96.3K -$3.02K -40 -3%
DWM
3366
Dogwood Wealth Management
Kansas
$95.5K +$17.1K +226 +22%
HCM
3367
Hollencrest Capital Management
California
$94.9K +$15.1K +200 +19%
TLA
3368
Tanglewood Legacy Advisors
Texas
$94.2K
RPA
3369
Redwood Park Advisors
California
$93.2K -$756 -10 -0.8%
PMFA
3370
Plante Moran Financial Advisors
Michigan
$92.8K +$21.3K +282 +30%
SC
3371
Sawyer & Company
Massachusetts
$91.9K
MS
3372
Monetary Solutions
Ohio
$90.9K
CWM
3373
Cranbrook Wealth Management
Michigan
$88.2K -$25.4K -336 -22%
MMCM
3374
Murphy & Mullick Capital Management
New York
$87.4K +$7.56K +100 +10%
ACA
3375
American Capital Advisory
Idaho
$85.9K -$5.29K -70 -6%