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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1201
Atlantic Private Wealth
North Carolina
$1.23K – – –
CWM
1202
Copia Wealth Management
Oregon
$1.23K – – –
ADL
1203
Asset Dedication LLC
California
$982 – – –
NL
1204
NorthAvenue LLC
Ohio
$982 – – –
1CP
1205
1015 Capital Partners
Pennsylvania
$981 – – –
DAM
1206
Delta Asset Management
Tennessee
$981 – – –
PJC
1207
Phillip James Consulting
Minnesota
$981 – – –
TM
1208
Torren Management
California
$981 – – –
CCMI
1209
Creative Capital Management Investments
California
$981 +$875 +4 New
BFS
1210
Bare Financial Services
Pennsylvania
$736 -$3.5K -16 -84%
PS
1211
PayPay Securities
Japan
$736 -$438 -2 -40%
BHWM
1212
Beaird Harris Wealth Management
Texas
$736 – – –
HHGA
1213
Halbert Hargrove Global Advisors
California
$494 +$438 +2 New
PMFA
1214
Plante Moran Financial Advisors
Michigan
$491 -$5.03K -23 -92%
SA
1215
Seneschal Advisors
Washington
$491 -$1.97K -9 -82%
3FI
1216
3 Factor Indexing
California
$491 -$656 -3 -60%
KCM
1217
Key Capital Management
Tennessee
$491 – – –
NB
1218
NBT Bank
New York
$491 – – –
TCA
1219
Trifecta Capital Advisors
Illinois
$246 +$219 +1 New
AF
1220
Abound Financial
California
$245 – – –
IPS
1221
Investors Portfolio Services
Washington
$245 – – –
RJA
1222
Ross\Johnson & Associates
Minnesota
$245 – – –
AFC
1223
Ares Financial Consulting
California
$245 +$219 +1 New
WPA
1224
West Paces Advisors
Georgia
$245 +$219 +1 New
WTA
1225
Washington Trust Advisors
Massachusetts
$150 +$219 +1 New