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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1301
Winthrop Capital Management
Indiana
$3K +$1.65K +11 +220%
LWMI
1302
Legacy Wealth Management (Idaho)
Idaho
$2.94K – – –
EWP
1303
Elevation Wealth Partners
California
$2.94K +$1.2K +8 +80%
HNW
1304
High Note Wealth
Minnesota
$2.77K +$2.1K +14 +467%
ECA
1305
Elevated Capital Advisors
Utah
$2.61K +$2.4K +16 New
NRG
1306
Nemes Rush Group
Michigan
$2.61K +$2.4K +16 New
PWA
1307
Principia Wealth Advisory
Texas
$2.45K +$451 +3 +25%
BIM
1308
Bullseye Investment Management
Ohio
$2.45K +$2.25K +15 New
CIA
1309
Cape Investment Advisory
Georgia
$2.45K +$2.25K +15 New
WA
1310
WPG Advisers
Maryland
$2.28K -$8.57K -57 -80%
JFA
1311
JNBA Financial Advisors
Minnesota
$2.28K – – –
WWA
1312
Wealth Watch Advisors
Colorado
$2.28K – – –
RWM
1313
Rialto Wealth Management
New York
$2.28K +$601 +4 +40%
CFG
1314
Clayton Financial Group
Missouri
$2.28K +$2.1K +14 New
PCM
1315
Penserra Capital Management
California
$2K -$500K -3,324 -99%
AW
1316
Ankerstar Wealth
Texas
$1.96K +$1.8K +12 New
ICM
1317
Islay Capital Management
Texas
$1.96K +$1.8K +12 New
VWA
1318
Valued Wealth Advisors
Utah
$1.8K +$751 +5 +83%
TFA
1319
Toth Financial Advisory
Virginia
$1.63K +$1.5K +10 New
MAS
1320
MPWM Advisory Solutions
Georgia
$1.63K – – –
UCB
1321
United Community Bank
South Carolina
$1.63K – – –
JSAM
1322
J. Safra Asset Management
New York
$1.63K +$1.5K +10 New
DF
1323
Dunhill Financial
United Kingdom
$1.48K +$301 +2 +29%
AIP
1324
Alexis Investment Partners
Texas
$1.47K – – –
NWM
1325
Nova Wealth Management
Florida
$1.47K – – –