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Name Holding Trade Value Shares
Change
Change in
Stake
S
651
Sachetta
Massachusetts
$5.62K – – –
OP
652
ORG Partners
Indiana
$5.62K +$1.89K +20 +56%
FMP
653
Financial Management Professionals
Texas
$5.32K – – –
IWM
654
IMG Wealth Management
Florida
$5.22K – – –
PWMG
655
Prestige Wealth Management Group
New Jersey
$4.92K – – –
HFS
656
Hughes Financial Services
Virginia
$4.84K +$473 +5 +12%
SWIM
657
Smallwood Wealth Investment Management
New Jersey
$4.8K – – –
WSFS
658
Wilmington Savings Fund Society
Delaware
$4.72K -$16K -169 -78%
CPG
659
Cornerstone Planning Group
New Jersey
$4.58K +$189 +2 +5%
AWM
660
Activest Wealth Management
Florida
$4.42K +$284 +3 +7%
PWA
661
Physician Wealth Advisors
Utah
$4.02K +$3.78K +40 New
HHMI
662
Howard Hughes Medical Institute
Maryland
$3.71K -$95 -1 -3%
RWM
663
Raffa Wealth Management
District of Columbia
$3.51K – – –
Group One Trading
664
Group One Trading
Illinois
$3.21K – – –
PTC
665
Private Trust Company
Ohio
$3.01K +$1.32K +14 +88%
MSWM
666
Mowery & Schoenfeld Wealth Management
Illinois
$2.71K – – –
TFM
667
TFC Financial Management
Massachusetts
$2.51K – – –
WWM
668
Wolff Wiese Magana
California
$2.51K – – –
APW
669
Aventura Private Wealth
Florida
$2.31K – – –
BL
670
BFSG LLC
California
$2.31K – – –
PAM
671
Palisade Asset Management
Minnesota
$2.31K +$2.17K +23 New
ACA
672
American Capital Advisory
Idaho
$2.01K +$1.51K +16 +400%
GA
673
Guerra Advisors
Florida
$2.01K +$1.89K +20 New
CCM
674
Cloud Capital Management
Washington
$2K +$2.74K +29 New
MAM
675
Marquette Asset Management
Minnesota
$1.81K +$1.7K +18 New