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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
851
True Wealth Design
Ohio
$13.1K +$7.12K +404 +145%
EWP
852
Elevation Wealth Partners
California
$13K +$8.79K +499 +273%
CFM
853
Cornerstone Financial Management
Massachusetts
$12.2K +$4.58K +260 +68%
JGCM
854
Joseph Group Capital Management
Ohio
$11.6K +$3.23K +183 +43%
KFA
855
Kelleher Financial Advisors
New York
$11.6K +$5.34K +303 +100%
JWM
856
JPL Wealth Management
Colorado
$11.1K +$2.38K +135 +30%
SS
857
SBI Securities
Japan
$10.9K -$2.96K -168 -23%
FFA
858
Frazier Financial Advisors
Ohio
$10.9K -$6.54K -371 -39%
PS
859
Pinney & Scofield
Massachusetts
$10.9K
BCWM
860
Bartlett & Co Wealth Management
Ohio
$10.7K +$3.74K +212 +61%
GEA
861
Glen Eagle Advisors
New Jersey
$10.2K
SG
862
Sankala Group
Colorado
$10K
AT
863
Arlington Trust
Alabama
$9.67K
CJ
864
Caitlin John
Michigan
$9.55K -$8.81K -500 -50%
TIM
865
Thompson Investment Management
Wisconsin
$9.55K
FFO
866
Fortitude Family Office
Arizona
$9.52K -$2.08K -118 -19%
SFCL
867
Strengthening Families & Communities LLC
Massachusetts
$9.41K +$511 +29 +6%
MAFA
868
MJT & Associates Financial Advisory
Minnesota
$9.33K -$3.93K -223 -31%
MMCM
869
Murphy & Mullick Capital Management
New York
$9.15K -$405 -23 -5%
NF
870
Napier Financial
Massachusetts
$9.09K +$106 +6 +1%
NB
871
NBT Bank
New York
$9.04K
APFP
872
Action Point Financial Planning
Michigan
$9.04K +$8.4K +477 New
OAJ
873
Ogorek Anthony Joseph
New York
$9K +$4.33K +246 +107%
EP
874
Essential Partners
California
$8.96K -$16.2K -918 -66%
BAM
875
Bellevue Asset Management
Washington
$8.9K +$88 +5 +1%