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Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
3376
Glass Jacobson Investment Advisors
Maryland
$78.1K -$290K -524 -79%
GWSA
3377
Global Wealth Strategies & Associates
Colorado
$77K -$1.66K -3 -2%
RI
3378
Ridgewood Investments
New Jersey
$76.8K -$2.77K -5 -4%
MSG
3379
Main Street Group
Virginia
$76.2K – – –
Q1WB
3380
Quest 10 Wealth Builders
Virginia
$74.7K +$23.8K +43 +48%
SN
3381
Sittner & Nelson
Oregon
$74.2K +$22.1K +40 +43%
SC
3382
Swan Capital
Florida
$73.6K +$3.32K +6 +5%
WCM
3383
Winthrop Capital Management
Indiana
$72K – – –
FIM
3384
FWL Investment Management
Texas
$70.2K – – –
TIM
3385
Tortoise Investment Management
New York
$70.2K +$18.8K +34 +37%
TIM
3386
Total Investment Management
Arizona
$68.8K +$68K +123 New
GWP
3387
Gen-Wealth Partners
Michigan
$65.2K – – –
CAWM
3388
Capital A Wealth Management
Pennsylvania
$64.8K +$18.3K +33 +28%
VWA
3389
Valued Wealth Advisors
Utah
$64.7K -$1.11K -2 -2%
AP
3390
Aspect Partners
Virginia
$64.6K +$13.3K +24 +26%
RS
3391
Rakuten Securities
Japan
$62.9K -$635K -1,149 -91%
DWA
3392
Delos Wealth Advisors
Texas
$61.3K +$60.3K +109 New
KA
3393
Kozak & Associates
Colorado
$61.2K -$2.21K -4 -4%
HWP
3394
Highline Wealth Partners
California
$60.8K +$13.3K +24 +29%
RAM
3395
Riggs Asset Management
Pennsylvania
$60.7K +$9.95K +18 +20%
MCA
3396
Maryland Capital Advisors
Maryland
$60.7K +$12.7K +23 +27%
CWP
3397
Clark Wealth Partners
Illinois
$60.2K +$34.3K +62 +138%
CIAM
3398
Caitong International Asset Management
Hong Kong
$60.1K -$450K -814 -88%
LWMI
3399
Legacy Wealth Management (Idaho)
Idaho
$59K -$10.5K -19 -15%
LIS
3400
Legacy Investment Solutions
Idaho
$59K +$58.1K +105 New