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Name Holding Trade Value Shares
Change
Change in
Stake
RL
3576
Rogco LP
Oklahoma
$12.8K -$30.9K -62 -71%
NECFA
3577
New England Capital Financial Advisors
Connecticut
$12.3K – – –
BWM
3578
Benson Wealth Management
Tennessee
$11.8K – – –
SIA
3579
Sit Investment Associates
Minnesota
$11K – – –
LIM
3580
Longfellow Investment Management
Massachusetts
$10.8K – – –
JFG
3581
JDM Financial Group
Texas
$10.4K – – –
LIA
3582
Luken Investment Analytics
Tennessee
$9.76K – – –
DWA
3583
Delos Wealth Advisors
Texas
$9.24K -$13K -26 -59%
TBFA
3584
Three Bearings Fiduciary Advisors
New Hampshire
$9.24K – – –
PS
3585
PayPay Securities
Japan
$8.73K – – –
RCM
3586
Richardson Capital Management
Wisconsin
$8.73K – – –
BCV
3587
Banque Cantonale Vaudoise
Switzerland
$8.69K +$714K +1,432 +9%
SA
3588
SRH Advisors
Kansas
$7.77K – – –
RPA
3589
Redwood Park Advisors
California
$7.74K – – –
QWM
3590
Quaker Wealth Management
New Jersey
$7.7K -$1.5K -3 -17%
CIAS
3591
CBIZ Investment Advisory Services
Ohio
$7.5K – – –
GWM
3592
Gilpin Wealth Management
Colorado
$7.19K – – –
MBFW
3593
Morton Brown Family Wealth
Pennsylvania
$7.19K +$2.99K +6 +75%
TCM
3594
Timbuktu Capital Management
Massachusetts
$6.26K +$5.98K +12 New
HIA
3595
Highland Investment Advisors
Florida
$6.2K +$5.98K +12 New
MIFH
3596
Migdal Insurance & Financial Holdings
Israel
$6.16K -$27.5M -55,110 -100%
FLP
3597
Financial Life Planners
Arizona
$5.68K – – –
KCM
3598
Key Capital Management
Tennessee
$5.65K +$4.49K +9 +450%
FA
3599
Financial Avengers
California
$5.45K – – –
MSWM
3600
Mowery & Schoenfeld Wealth Management
Illinois
$5.14K – – –