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Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1201
REAP Financial Group
Texas
$23.1K +$9.15K +19 +61%
ADL
1202
Asset Dedication LLC
California
$22.8K -$17.8K -37 -43%
RS
1203
Rakuten Securities
Japan
$22.4K +$964 +2 +4%
RTC
1204
Riverview Trust Company
Washington
$21K -$1.93K -4 -8%
OC
1205
Oakworth Capital
Alabama
$21K
OP
1206
ORG Partners
Indiana
$20.6K +$21.2K +44 New
QL
1207
Quarry LP
New York
$20.5K +$21.2K +44 New
AEPWM
1208
Atlantic Edge Private Wealth Management
Florida
$20K +$20.7K +43 New
PCTC
1209
Perkins Coie Trust Company
Washington
$19.1K +$19.8K +41 New
KIM
1210
Kestra Investment Management
Texas
$18.6K -$72.8K -151 -79%
PWMG
1211
Private Wealth Management Group
New Jersey
$18.2K
CTA
1212
Colonial Trust Advisors
South Carolina
$17.8K
CT
1213
Clearstead Trust
Maine
$17.7K
BCM
1214
Bares Capital Management
Texas
$15.8K +$16.4K +34 New
GFPC
1215
Global Financial Private Client
Florida
$14.9K +$2.41K +5 +19%
FFO
1216
Fortitude Family Office
Arizona
$14.4K
SO
1217
Sierra Ocean
California
$13.1K -$482 -1 -3%
MFT
1218
Moisand Fitzgerald Tamayo
Florida
$13K
RWM
1219
Raffa Wealth Management
District of Columbia
$13K
TSMHT
1220
Thurston Springer Miller Herd & Titak
Indiana
$13K
AP
1221
Aspect Partners
Virginia
$12.6K
MHR
1222
Matthew Hamilton Rosenberg
$12.1K
PPC
1223
Park Place Capital
Alabama
$12.1K
AT
1224
Avalon Trust
New Mexico
$11.6K
LB
1225
Legacy Bridge
Iowa
$11.6K