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Name Holding Trade Value Shares
Change
Change in
Stake
AF
3726
Abound Financial
California
$29.6K – – –
W
3727
WealthCollab
Washington
$29.5K +$2.77K +24 +11%
PL
3728
Protective Life
Alabama
$29K +$27.8K +241 New
BHWM
3729
Bay Harbor Wealth Management
Maryland
$28.9K +$9.01K +78 +48%
PS
3730
Pinney & Scofield
Massachusetts
$28.3K – – –
SG
3731
Sankala Group
Colorado
$27.7K – – –
FF
3732
Friedenthal Financial
New Jersey
$26.8K – – –
CPL
3733
Capital & Planning LLC
Georgia
$26.5K +$25.4K +220 New
Capula Management
3734
Capula Management
Cayman Islands
$26.5K +$25.4K +220 New
PWA
3735
Provenance Wealth Advisors
Florida
$25.3K -$6.93K -60 -22%
BIM
3736
Bullseye Investment Management
Ohio
$25.1K -$2.08K -18 -8%
AI
3737
Atomic Invest
New York
$24.7K +$6.81K +59 +39%
KOCAA
3738
Knights of Columbus Asset Advisors
Connecticut
$24.1K – – –
SIP
3739
Sellwood Investment Partners
Oregon
$24.1K – – –
AIS
3740
Advocate Investing Services
Maryland
$23.9K – – –
T
3741
Tidemark
California
$23.2K +$2.08K +18 +10%
Y.D. More Investments
3742
Y.D. More Investments
Israel
$22.7K -$148K -1,285 -83%
BH
3743
Burk Holdings
Oklahoma
$22.1K +$21.2K +184 New
FS
3744
Financially Speaking
Colorado
$21.2K – – –
RVM
3745
Robinson Value Management
Texas
$20K – – –
CTWM
3746
Cherry Tree Wealth Management
Minnesota
$19.2K -$53.1K -460 -74%
IFG Advisory
3747
IFG Advisory
Georgia
$19K -$2.82M -24,449 -99%
Clal Insurance
3748
Clal Insurance
Israel
$19K +$115 +1 +0.6%
PRAG
3749
Portfolio Resources Advisor Group
Florida
$17.9K -$1.04K -9 -6%
VERPA
3750
Virginia Estate & Retirement Planning Advisors
Virginia
$16.2K +$15.6K +135 New