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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
2101
Tower View Wealth Management
Wisconsin
$6.37K – – –
HIMS
2102
Hager Investment Management Services
New Hampshire
$6.37K -$13.5K -70 -64%
AWM
2103
Activest Wealth Management
Florida
$6.37K +$6.75K +35 +700%
CTC
2104
Cetera Trust Company
Minnesota
$5.57K – – –
JGIA
2105
Jackson Grant Investment Advisers
Connecticut
$5.57K – – –
MAS
2106
MPWM Advisory Solutions
Georgia
$5.57K – – –
DMBA
2107
Deseret Mutual Benefit Administrators
Utah
$5.57K +$6.75K +35 New
PW
2108
Pandora Wealth
Illinois
$5.57K +$6.75K +35 New
ACA
2109
Atlas Capital Advisors
Wyoming
$5.57K -$81.9K -425 -92%
WW
2110
Winnow Wealth
Texas
$5.01K +$1.93K +10 +40%
HFS
2111
Hughes Financial Services
Virginia
$4.87K +$5.78K +30 New
APM
2112
a16z Perennial Management
California
$4.78K – – –
BHWM
2113
Beaird Harris Wealth Management
Texas
$4.78K – – –
CWM
2114
Copia Wealth Management
Oregon
$4.78K – – –
RPA
2115
Redwood Park Advisors
California
$4.78K – – –
TCM
2116
TruNorth Capital Management
Michigan
$4.78K – – –
BCM
2117
Blume Capital Management
California
$4.78K +$2.89K +15 +100%
WA
2118
WestEnd Advisors
North Carolina
$4.78K +$4.82K +25 +500%
AF
2119
Abound Financial
California
$4.78K +$5.78K +30 New
PS
2120
PayPay Securities
Japan
$4.04K +$964 +5 +25%
GTAM
2121
Global Trust Asset Management
Florida
$4.03K -$54.9K -285 -93%
CPA
2122
Compass Planning Associates
Massachusetts
$3.98K – – –
FIM
2123
FWL Investment Management
Texas
$3.98K – – –
LWMI
2124
Legacy Wealth Management (Idaho)
Idaho
$3.98K – – –
PPA
2125
Painted Porch Advisors
California
$3.98K – – –