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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1926
Accent Capital Management
Ohio
$10.9K +$9.63K +120 New
CI
1927
Cordant Inc
Oregon
$10.9K +$9.63K +120 New
CAM
1928
Creekmur Asset Management
Illinois
$10.9K +$9.63K +120 New
GPFA
1929
Game Plan Financial Advisors
Ohio
$10.9K +$9.63K +120 New
NOI
1930
Newton One Investments
Delaware
$10.6K +$80 +1 +0.9%
BAM
1931
Bellevue Asset Management
Washington
$10.2K
FRA
1932
Front Row Advisors
California
$9.84K -$7.38K -92 -46%
KWAG
1933
Kiely Wealth Advisory Group
North Carolina
$9.17K +$9.15K +114 New
FMP
1934
Financial Management Professionals
Texas
$9K -$642 -8 -7%
CAS
1935
Coppell Advisory Solutions
Texas
$8.93K -$49.8K -621 -86%
TAM
1936
Tucker Asset Management
Colorado
$8.86K -$4.57K -57 -37%
EC
1937
EdgeRock Capital
Colorado
$8.55K +$8.67K +108 New
MWA
1938
Moser Wealth Advisors
Washington
$8.2K
OCM
1939
Osterweis Capital Management
California
$8.2K +$7.22K +90 New
PAI
1940
Pittenger & Anderson Inc
Nebraska
$8.2K +$7.22K +90 New
GC
1941
Gould Capital
Washington
$7.76K
AEPWM
1942
Atlantic Edge Private Wealth Management
Florida
$7.65K +$6.74K +84 New
NC
1943
NewSquare Capital
Pennsylvania
$7.54K -$1.36K -17 -17%
GFPC
1944
Global Financial Private Client
Florida
$7.11K
NCM
1945
Northwest Capital Management
Oregon
$6.88K
PS
1946
PayPay Securities
Japan
$6.84K -$7.7K -96 -56%
GWMIA
1947
Global Wealth Management Investment Advisory
Florida
$6.56K +$5.78K +72 New
GG
1948
Greenwood Gearhart
Arkansas
$6.56K +$5.78K +72 New
PWMG
1949
Private Wealth Management Group
New Jersey
$6.34K +$5.54K +69 New
PWMG
1950
Provence Wealth Management Group
California
$6.23K