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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1051
Rise Advisors
New York
$38K
CAS
1052
Coppell Advisory Solutions
Texas
$37.5K +$35.4K +89 New
SWM
1053
Spire Wealth Management
Virginia
$36.6K -$7.96K -20 -19%
SWM
1054
Sugarloaf Wealth Management
Georgia
$36.6K
OAJ
1055
Ogorek Anthony Joseph
New York
$35K
OIAM
1056
OFI Invest Asset Management
France
$34.2K +$3.18K +8 +10%
C
1057
Covestor
United Kingdom
$34K -$54.5K -137 -63%
WPA
1058
West Paces Advisors
Georgia
$31.6K
VCM
1059
Versant Capital Management
Arizona
$31.6K +$15.9K +40 +114%
BEI
1060
Benjamin Edwards Inc
Missouri
$30K +$3.18K +8 +13%
OC
1061
Oakworth Capital
Alabama
$29.5K
JWA
1062
JFS Wealth Advisors
Pennsylvania
$28.6K -$398 -1 -1%
CT
1063
Clearstead Trust
Maine
$27.8K
RWM
1064
Raffa Wealth Management
District of Columbia
$27.8K
PH
1065
Pinnacle Holdings
Oklahoma
$27.4K +$25.9K +65 New
WAS
1066
Wesleyan Assurance Society
United Kingdom
$25K
AF
1067
Advisornet Financial
Minnesota
$24.8K +$1.99K +5 +9%
EBA
1068
Eagle Bay Advisors
New York
$24K +$4.77K +12 +27%
CJ
1069
Caitlin John
Michigan
$23.6K
GKIM
1070
GW&K Investment Management
Massachusetts
$23K +$1.59K +4 +8%
BWL
1071
Bogart Wealth LLC
Virginia
$22.7K
SS
1072
Sunbelt Securities
Texas
$22.7K
FMP
1073
Financial Management Professionals
Texas
$22K +$1.19K +3 +6%
DCP
1074
DSM Capital Partners
Florida
$20.2K
MAM
1075
Meeder Asset Management
Ohio
$20.2K +$796 +2 +4%