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Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
676
Fortitude Family Office
Arizona
$28.9K -$108 -1 -0.4%
KFAS
677
Keating Financial Advisory Services
Kansas
$28.2K +$5.42K +50 +25%
JWA
678
JFS Wealth Advisors
Pennsylvania
$26.2K +$867 +8 +4%
PTC
679
Private Trust Company
Ohio
$26K -$650 -6 -3%
APFP
680
Action Point Financial Planning
Michigan
$25.8K +$25.1K +232 New
EDRH
681
Edmond de Rothschild Holding
Switzerland
$25.7K +$24.6K +227 New
LI
682
Louisbourg Investments
New Brunswick, Canada
$23.8K +$22.8K +210 New
NS
683
NBC Securities
Alabama
$23.3K – – –
TM
684
Torren Management
California
$21.9K – – –
CT
685
Clearstead Trust
Maine
$20.6K +$4.55K +42 +30%
GKIM
686
GW&K Investment Management
Massachusetts
$20K +$3.14K +29 +20%
RWM
687
Rialto Wealth Management
New York
$19.9K +$3.9K +36 +26%
QL
688
Quarry LP
New York
$18.7K +$17.9K +165 New
CFD
689
Creative Financial Designs
Indiana
$18.3K -$6.18K -57 -26%
MCM
690
Manchester Capital Management
Vermont
$17.4K – – –
IAS
691
IMA Advisory Services
Colorado
$16.4K – – –
MCM
692
MV Capital Management
Maryland
$16.3K +$217 +2 +1%
PWMG
693
Private Wealth Management Group
New Jersey
$16.1K – – –
SGFG
694
Silver Grove Financial Group
New York
$15.7K +$15.1K +139 New
TC
695
Truvestments Capital
Florida
$14.5K – – –
RDFA
696
Ritter Daniher Financial Advisory
Ohio
$14.2K – – –
TFA
697
Transamerica Financial Advisors
Florida
$13.9K -$1.41K -13 -10%
HHGA
698
Halbert Hargrove Global Advisors
California
$13.8K – – –
EWP
699
Elevation Wealth Partners
California
$13.8K +$12.7K +117 +2,340%
HNW
700
High Note Wealth
Minnesota
$12.9K +$3.14K +29 +34%
26 27
28
29 30