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Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
826
Smallwood Wealth Investment Management
New Jersey
$1.1K -$1.32K -8 -57%
WCM
827
Winthrop Capital Management
Indiana
$1K +$1.32K +8 New
CFM
828
Compass Financial Management
Florida
$917 +$822 +5 New
CIAM
829
Caitong International Asset Management
Hong Kong
$916 -$7.4K -45 -90%
APW
830
Atlantic Private Wealth
North Carolina
$916 – – –
Kayne Anderson Rudnick Investment Management
831
Kayne Anderson Rudnick Investment Management
California
$916 – – –
SFG
832
Strive Financial Group
Indiana
$916 – – –
DF
833
Downshift Financial
Colorado
$916 +$822 +5 New
AWM
834
Abound Wealth Management
Tennessee
$733 -$3.45K -21 -84%
BFPW
835
BOK Financial Private Wealth
Colorado
$733 +$658 +4 New
AF
836
Alerus Financial
North Dakota
$732 – – –
GBT
837
Grove Bank & Trust
Florida
$732 – – –
T
838
Tidemark
California
$732 – – –
DCM
839
Davis Capital Management
Florida
$732 +$329 +2 +100%
SA
840
Seneschal Advisors
Washington
$550 – – –
TFM
841
TFC Financial Management
Massachusetts
$550 +$329 +2 +200%
WA
842
WestEnd Advisors
North Carolina
$549 -$329 -2 -40%
TC
843
Trust Company
Kansas
$549 – – –
WAG
844
Wilkerson Advisory Group
Missouri
$549 – – –
M
845
MOTCO
Texas
$549 +$493 +3 New
SFCL
846
Strengthening Families & Communities LLC
Massachusetts
$549 +$493 +3 New
BWA
847
Basecamp Wealth Advisors
Washington
$366 – – –
PF
848
PlanVest Financial
Maryland
$366 – – –
MCA
849
Maryland Capital Advisors
Maryland
$184 +$164 +1 New
RS
850
Rakuten Securities
Japan
$183 – – –