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Name Holding Trade Value Shares
Change
Change in
Stake
KG
826
Kilter Group
New York
$6.43K +$2.28K +20 +50%
JSAM
827
J. Safra Asset Management
New York
$6.42K – – –
MSWM
828
Mowery & Schoenfeld Wealth Management
Illinois
$6.23K +$2.74K +24 +71%
LI
829
LRI Investments
Florida
$6.1K – – –
CWP
830
Clark Wealth Partners
Illinois
$6K – – –
SIC
831
SJS Investment Consulting
Ohio
$5.89K +$4.22K +37 +206%
TCOV
832
Trust Company of Vermont
Vermont
$5.89K -$2.06K -18 -25%
MWPCG
833
Measured Wealth Private Client Group
New Hampshire
$5.69K -$27.6K -242 -82%
MAFA
834
MJT & Associates Financial Advisory
Minnesota
$5.68K -$1.03K -9 -15%
BIA
835
Bell Investment Advisors
California
$5.57K -$571 -5 -9%
MPW
836
MASECO Private Wealth
$5.17K – – –
AA
837
Addison Advisors
Vermont
$5.14K +$1.14K +10 +26%
AA
838
Ancora Advisors
Ohio
$5.14K -$109K -956 -95%
BFS
839
Bare Financial Services
Pennsylvania
$5.14K – – –
HFM
840
Harvest Fund Management
China
$5K – – –
AW
841
Avion Wealth
Texas
$5K +$1.03K +9 +21%
SC
842
SouthState Corp
Florida
$4.82K – – –
GBT
843
Grove Bank & Trust
Florida
$4.61K – – –
HHMI
844
Howard Hughes Medical Institute
Maryland
$4.61K – – –
SN
845
Sittner & Nelson
Oregon
$4.34K – – –
WFA
846
West Financial Advisors
Iowa
$4.18K +$4.45K +39 New
PWMG
847
Prestige Wealth Management Group
New Jersey
$4.07K – – –
VNA
848
Valley National Advisers
Pennsylvania
$4K +$571 +5 +13%
MI
849
Motiv8 Investments
Florida
$4K +$4.22K +37 New
TC
850
Truvestments Capital
Florida
$3.96K – – –