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Name Holding Trade Value Shares
Change
Change in
Stake
MSG
851
Main Street Group
Virginia
$14.2K – – –
C
852
Covestor
United Kingdom
$14K +$2.11K +120 +20%
IBOK
853
Independence Bank of Kentucky
Kentucky
$13.9K – – –
MCM
854
Manchester Capital Management
Vermont
$13.7K – – –
RF
855
Rossby Financial
Florida
$13.7K -$31.6K -1,795 -72%
BF
856
Brooklyn FI
New York
$13.2K +$12.1K +689 New
TWD
857
True Wealth Design
Ohio
$13.1K +$7.12K +404 +145%
EWP
858
Elevation Wealth Partners
California
$13K +$8.79K +499 +273%
CFM
859
Cornerstone Financial Management
Massachusetts
$12.2K +$4.58K +260 +68%
JGCM
860
Joseph Group Capital Management
Ohio
$11.6K +$3.23K +183 +43%
KFA
861
Kelleher Financial Advisors
New York
$11.6K +$5.34K +303 +100%
JWM
862
JPL Wealth Management
Colorado
$11.1K +$2.38K +135 +30%
SS
863
SBI Securities
Japan
$10.9K -$2.96K -168 -23%
FFA
864
Frazier Financial Advisors
Ohio
$10.9K -$6.54K -371 -39%
PS
865
Pinney & Scofield
Massachusetts
$10.9K – – –
BCWM
866
Bartlett & Co Wealth Management
Ohio
$10.7K +$3.74K +212 +61%
GEA
867
Glen Eagle Advisors
New Jersey
$10.2K – – –
SG
868
Sankala Group
Colorado
$10K – – –
AT
869
Arlington Trust
Alabama
$9.67K – – –
CJ
870
Caitlin John
Michigan
$9.55K -$8.81K -500 -50%
TIM
871
Thompson Investment Management
Wisconsin
$9.55K – – –
FFO
872
Fortitude Family Office
Arizona
$9.52K -$2.08K -118 -19%
SFCL
873
Strengthening Families & Communities LLC
Massachusetts
$9.41K +$511 +29 +6%
MAFA
874
MJT & Associates Financial Advisory
Minnesota
$9.33K -$3.93K -223 -31%
MMCM
875
Murphy & Mullick Capital Management
New York
$9.15K -$405 -23 -5%