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Name Holding Trade Value Shares
Change
Change in
Stake
STB
1926
S&T Bank
Pennsylvania
$11.8K +$11K +169 +994%
HFM
1927
Hartford Financial Management
Connecticut
$11.8K -$11.6K -178 -49%
JTBR
1928
James T. Borello RIA
Illinois
$11.7K +$8.6K +132 +259%
SIS
1929
Sound Income Strategies
Florida
$11.5K -$11.7K -179 -50%
SC
1930
Steph & Co
Wisconsin
$11.3K +$2.15K +33 +23%
MW
1931
Merited Wealth
Florida
$10.8K +$11.1K +170 New
SA
1932
Strategic Advocates
Utah
$10.7K -$49.1K -754 -81%
AI
1933
Atomic Invest
New York
$10.7K +$11.4K +175 New
RWM
1934
RMG Wealth Management
Wisconsin
$10.5K – – –
PGAM
1935
Princeton Global Asset Management
New Jersey
$10.4K – – –
JFG
1936
JDM Financial Group
Texas
$10.4K +$10.7K +164 New
GF Fund Management
1937
GF Fund Management
China
$10.2K +$10.4K +160 New
WAG
1938
Wilkerson Advisory Group
Missouri
$10.1K +$10.4K +159 New
QL
1939
Quarry LP
New York
$10.1K -$288K -4,417 -97%
GXJ
1940
Global X Japan
Japan
$10.1K +$10.3K +158 New
RWM
1941
Rialto Wealth Management
New York
$10K -$521 -8 -5%
MAS
1942
MPWM Advisory Solutions
Georgia
$9.94K +$65 +1 +0.6%
TWD
1943
True Wealth Design
Ohio
$9.83K -$717 -11 -7%
PWA
1944
Physician Wealth Advisors
Utah
$9.62K -$1.37K -21 -12%
TVWM
1945
Tower View Wealth Management
Wisconsin
$9.59K +$7.11K +109 +266%
TW
1946
Titan Wealth
$9.56K +$9.78K +150 New
AT
1947
Avalon Trust
New Mexico
$9.56K -$17.1K -263 -64%
RP
1948
Raelipskie Partnership
Ontario, Canada
$9.56K -$6.19K -95 -39%
UFF
1949
USA Financial Formulas
Michigan
$9.56K +$9.78K +150 New
PS
1950
PayPay Securities
Japan
$9.49K +$7.24K +111 +292%