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Name Holding Trade Value Shares
Change
Change in
Stake
Principia Wealth Advisory
5676
Principia Wealth Advisory
Texas
$626K +$111K +275 +20%
Burrus Financial Services
5677
Burrus Financial Services
Utah
$625K -$149K -369 -18%
RASP Wealth Solutions
5678
RASP Wealth Solutions
Indiana
$625K +$678K +1,675 New
Bravias Capital Group
5679
Bravias Capital Group
New Jersey
$625K +$59.1K +146 +10%
Dedeker Financial
5680
Dedeker Financial
Minnesota
$624K -$411K -1,015 -38%
Financial Planning Navigators
5681
Financial Planning Navigators
Minnesota
$623K -$602K -1,488 -47%
Cutler Capital Management
5682
Cutler Capital Management
Massachusetts
$623K +$10.1K +25 +2%
JDH Wealth Management
5683
JDH Wealth Management
California
$622K -$105K -260 -13%
GreatBanc Trust
5684
GreatBanc Trust
Illinois
$621K -$262K -648 -28%
Woodside Wealth Management
5685
Woodside Wealth Management
Massachusetts
$621K – – –
Independence Financial Advisors
5686
Independence Financial Advisors
New Hampshire
$620K -$235K -582 -26%
VanWeelden Wealth Management
5687
VanWeelden Wealth Management
Ohio
$620K +$7.28K +18 +1%
Lifetime Wealth Management
5688
Lifetime Wealth Management
Texas
$619K -$56.2K -139 -8%
Morling Financial Advisors
5689
Morling Financial Advisors
California
$618K -$40.1K -99 -6%
Steelhead Wealth Management
5690
Steelhead Wealth Management
Virginia
$617K +$159K +392 +31%
Belvedere Trading
5691
Belvedere Trading
Illinois
$617K +$669K +1,653 New
Beacon Financial Planning
5692
Beacon Financial Planning
Massachusetts
$614K +$53.4K +132 +9%
Krane Financial Solutions
5693
Krane Financial Solutions
California
$613K +$74.9K +185 +13%
Blom & Howell Financial Planning
5694
Blom & Howell Financial Planning
California
$612K -$809 -2 -0.1%
Beacon Bridge Wealth Partners
5695
Beacon Bridge Wealth Partners
Pennsylvania
$612K +$30.3K +75 +5%
Balanced Rock Investment Advisors
5696
Balanced Rock Investment Advisors
Massachusetts
$611K +$165K +407 +33%
PVG Asset Management
5697
PVG Asset Management
Colorado
$610K – – –
Trace Wealth Advisors
5698
Trace Wealth Advisors
California
$608K – – –
Bridgefront Capital
5699
Bridgefront Capital
Texas
$608K +$176K +436 +36%
Sawyer Falduto Asset Management
5700
Sawyer Falduto Asset Management
Illinois
$608K +$7.69K +19 +1%