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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
4301
Financial Management Professionals
Texas
$2.38M +$47.7K +114 +2%
TCM
4302
Tributary Capital Management
Nebraska
$2.37M -$64.9K -155 -2%
LWMNY
4303
Landmark Wealth Management (New York)
New York
$2.37M +$2.19M +5,242 +447%
YWS
4304
Yarger Wealth Strategies
Ohio
$2.37M +$60.3K +144 +2%
SRWM
4305
Shira Ridge Wealth Management
California
$2.37M +$27.2K +65 +1%
MAM
4306
McLaughlin Asset Management
Illinois
$2.37M -$806K -1,927 -23%
DFP
4307
Donalies Financial Planning
District of Columbia
$2.37M -$37.7K -90 -1%
AIM
4308
ARK Investment Management
Florida
$2.37M -$187K -448 -7%
PB
4309
Prosperity Bancshares
Texas
$2.37M -$668K -1,597 -20%
OCPWS
4310
One Charles Private Wealth Services
Massachusetts
$2.37M -$44.4K -106 -2%
JEST
4311
JTC Employer Solutions Trustee
Jersey
$2.36M +$16.7K +40 +0.6%
WFA
4312
WestHill Financial Advisors
California
$2.36M -$65.3K -156 -2%
PSCM
4313
Per Stirling Capital Management
Texas
$2.36M +$27.6K +66 +1%
GSAM
4314
Grant Street Asset Management
Pennsylvania
$2.36M +$19.7K +47 +0.7%
WTFG
4315
Wood Tarver Financial Group
Idaho
$2.36M +$139K +331 +5%
RCS
4316
Retirement Capital Strategies
California
$2.36M +$11.7K +28 +0.4%
EWP
4317
Elevation Wealth Partners
California
$2.36M +$36.4K +87 +1%
KLWA
4318
Kelly Lawrence W & Associates
California
$2.36M -$18.8K -45 -0.7%
BWM
4319
Birchcreek Wealth Management
Ohio
$2.36M +$2.93K +7 +0.1%
W
4320
WealthCollab
Washington
$2.35M -$1.29M -3,081 -33%
PFM
4321
Potomac Fund Management
Florida
$2.35M +$76.6K +183 +3%
TA
4322
TFB Advisors
Kansas
$2.35M -$812K -1,941 -23%
RIS
4323
Retirement Income Solutions
Michigan
$2.35M -$46.9K -112 -2%
FFO
4324
Fortitude Family Office
Arizona
$2.34M -$405K -969 -13%
CA
4325
Corrado Advisors
New Jersey
$2.34M +$1.75M +4,181 +196%