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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
3251
Cloud Capital Management
Washington
$20K +$19.5K +237 New
IW
3252
Imprint Wealth
South Carolina
$19.6K +$19.3K +234 New
FF
3253
Friedenthal Financial
New Jersey
$18.7K
RWA
3254
Redmont Wealth Advisors
Illinois
$18.6K -$10.2K -124 -36%
GA
3255
Guerra Advisors
Florida
$18.2K +$17.9K +217 New
SIP
3256
Sellwood Investment Partners
Oregon
$18K +$1.24K +15 +8%
WA
3257
WestEnd Advisors
North Carolina
$17.9K -$5.93K -72 -25%
ATC
3258
Advantage Trust Company
Kansas
$16.8K -$28.8K -350 -64%
KOCAA
3259
Knights of Columbus Asset Advisors
Connecticut
$16.8K
CCMW
3260
Cypress Capital Management (Wyoming)
Wyoming
$15.7K -$12.4K -150 -45%
HNW
3261
High Note Wealth
Minnesota
$15.5K -$741 -9 -5%
FS
3262
Financially Speaking
Colorado
$14.8K
T
3263
Tidemark
California
$14.7K
RVM
3264
Robinson Value Management
Texas
$13.9K
PA
3265
Pineridge Advisors
Missouri
$13.1K
PWMA
3266
Pension & Wealth Management Advisors
Massachusetts
$12.8K -$8.15K -99 -39%
AS
3267
Altshuler Shaham
Israel
$12.6K +$12.4K +150 New
FA
3268
Financial Avengers
California
$12.1K +$82 +1 +0.7%
PG
3269
Proffitt & Goodson
Tennessee
$11.6K
LIA
3270
Luken Investment Analytics
Tennessee
$11.2K
SHM
3271
Sagard Holdings Management
Ontario, Canada
$11.2K
KFGG
3272
Keystone Financial Group (Georgia)
Georgia
$11K
EPAM
3273
Evelyn Partners Asset Management
$9.9K +$9.72K +118 New
CWM
3274
Copia Wealth Management
Oregon
$9.32K -$9.55K -116 -51%
W
3275
WealthCollab
Washington
$9.23K +$1.15K +14 +15%