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Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
2326
Gilliland Jeter Wealth Management
Arkansas
$93.5K +$86.8K +1,540 New
GJIA
2327
Glass Jacobson Investment Advisors
Maryland
$92.9K +$5.64K +100 +7%
BL
2328
BFSG LLC
California
$91.7K +$23.1K +410 +37%
HCM
2329
Highlander Capital Management
New Jersey
$91.1K -$56.4K -1,000 -40%
LG
2330
LAM Group
Oregon
$91.1K – – –
BCPWM
2331
Bradley & Co Private Wealth Management
Florida
$88.1K – – –
FA
2332
Financial Avengers
California
$86K +$2.82K +50 +4%
VF
2333
VitalStone Financial
Texas
$86K +$45.1K +800 +129%
AW
2334
Avion Wealth
Texas
$83K +$2.25K +40 +3%
CC
2335
Centiva Capital
New York
$81.4K +$35K +620 +86%
W
2336
WealthCollab
Washington
$79K -$19.2K -340 -21%
LCM
2337
Lynwood Capital Management
Ontario, Canada
$79K +$73.3K +1,300 New
VC
2338
Vestor Capital
Illinois
$78K +$5.07K +90 +8%
DMBA
2339
Deseret Mutual Benefit Administrators
Utah
$77.7K -$4.51K -80 -6%
AFIA
2340
America First Investment Advisors
Nebraska
$77.7K – – –
GIA
2341
GHP Investment Advisors
Colorado
$75.9K -$3.38K -60 -5%
ICM
2342
Islay Capital Management
Texas
$75.3K – – –
HDIM
2343
Hanson & Doremus Investment Management
Vermont
$74K +$12.4K +220 +22%
RG
2344
Retirement Group
California
$72.9K +$38.9K +690 +135%
VL
2345
Vima LLC
Michigan
$72.2K – – –
FFO
2346
Fortitude Family Office
Arizona
$71.7K – – –
PWA
2347
Provenance Wealth Advisors
Florida
$71.1K – – –
CWAF
2348
Core Wealth Advisors (Florida)
Florida
$70.5K – – –
RWM
2349
Ruedi Wealth Management
Illinois
$70.5K – – –
CPG
2350
Cornerstone Planning Group
New Jersey
$68.4K -$22K -390 -25%