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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
801
Bell Investment Advisors
California
$54.9K +$39.6K +303 +583%
RF
802
Robbins Farley
New Hampshire
$53.1K – – –
IFWM
803
Institute for Wealth Management
Colorado
$52.5K +$44.3K +339 New
CAL
804
Capital Advisors Ltd
Ohio
$52K – – –
SGFG
805
Silver Grove Financial Group
New York
$51.9K +$43.8K +335 New
LSA
806
Leonteq Securities AG
Switzerland
$51.7K -$88K -673 -67%
JWA
807
JFS Wealth Advisors
Pennsylvania
$50.3K +$1.96K +15 +5%
GWM
808
Geneos Wealth Management
Colorado
$46.9K – – –
NFSG
809
Newbridge Financial Services Group
Florida
$46.5K +$131 +1 +0.3%
GSWM
810
Golden State Wealth Management
California
$46.4K – – –
LWCFA
811
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.4K – – –
RBC
812
Roble Belko & Company
Pennsylvania
$46K – – –
UBP
813
Union Bancaire Privee
Switzerland
$43.7K +$42.1K +322 New
RF
814
Rossby Financial
Florida
$43.2K +$2.88K +22 +9%
W
815
WealthCollab
Washington
$42.6K +$2.75K +21 +8%
GLF
816
Groupe la Francaise
France
$42.6K +$3.53K +27 +11%
HAP
817
Harbor Asset Planning
Massachusetts
$41.2K – – –
FAM
818
Fulcrum Asset Management
United Kingdom
$39.5K +$33.3K +255 New
CIS
819
Custom Index Systems
New York
$39.2K +$33.1K +253 New
QL
820
Quarry LP
New York
$38.1K +$32.2K +246 New
WFA
821
West Financial Advisors
Iowa
$36.7K +$31K +237 New
BWA
822
Basecamp Wealth Advisors
Washington
$35.6K – – –
FA
823
Fedenia Advisers
Wisconsin
$33.9K +$28.6K +219 New
TWD
824
True Wealth Design
Ohio
$33.1K +$4.05K +31 +17%
ST
825
Smithfield Trust
Pennsylvania
$33K – – –