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Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
1351
Prudent Man Investment Management
Colorado
$7.74K
RWM
1352
RMG Wealth Management
Wisconsin
$7.56K
CJ
1353
Caitlin John
Michigan
$7.5K
APW
1354
Aventura Private Wealth
Florida
$7.5K +$791 +10 +12%
MA
1355
Modus Advisors
Minnesota
$7.5K +$7.52K +95 New
BFS
1356
Bare Financial Services
Pennsylvania
$7.42K -$475 -6 -6%
TM
1357
Torren Management
California
$7.31K +$7.36K +93 New
PP
1358
Pacifica Partners
Canada
$7.31K
CW
1359
Curio Wealth
Maryland
$7.11K +$1.19K +15 +21%
KFP
1360
Kerr Financial Planning
California
$6.99K
RFA
1361
Reyes Financial Architecture
California
$6.95K
MPW
1362
MASECO Private Wealth
$6.81K -$158K -2,000 -96%
IWM
1363
IMG Wealth Management
Florida
$6.63K +$6.65K +84 New
PFA
1364
Pillar Financial Advisors
Kentucky
$6.55K
OW
1365
Olistico Wealth
Oklahoma
$6.47K +$6.49K +82 New
IWP
1366
IAG Wealth Partners
Wisconsin
$6.32K
WA
1367
Westfuller Advisors
New York
$6.13K +$3.8K +48 +160%
ACA
1368
American Capital Advisory
Idaho
$5.92K +$317 +4 +6%
LWCFA
1369
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.68K +$5.86K +74 New
RWA
1370
Redmont Wealth Advisors
Illinois
$5.61K
BAM
1371
Bellevue Asset Management
Washington
$5.45K
MAM
1372
Morse Asset Management
Connecticut
$5.37K
BHWM
1373
Bay Harbor Wealth Management
Maryland
$5.37K +$2.14K +27 +66%
APW
1374
Acima Private Wealth
Virginia
$5.29K
QA
1375
Quattro Advisors
Pennsylvania
$5.22K +$5.22K +66 New