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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
5801
High Point Wealth Management
New Jersey
$109K +$109K +586 New
RJA
5802
Ross\Johnson & Associates
Minnesota
$101K +$57.9K +311 +136%
PS
5803
PayPay Securities
Japan
$98.7K +$51K +274 +107%
T2I
5804
Turim 21 Investimentos
Brazil
$96.8K +$19.5K +105 +25%
NL
5805
NorthAvenue LLC
Ohio
$86.7K +$86.6K +465 New
WFA
5806
West Financial Advisors
Iowa
$86.5K +$22.5K +121 +35%
AIM
5807
Access Investment Management
Georgia
$82.1K
TLA
5808
Tanglewood Legacy Advisors
Texas
$81.1K
DWA
5809
Delos Wealth Advisors
Texas
$80.8K -$20.3K -109 -20%
LAM
5810
Lummis Asset Management
Texas
$79.8K +$5.21K +28 +7%
APW
5811
Acima Private Wealth
Virginia
$76.5K
KPP
5812
Kings Path Partners
Texas
$74.6K +$18.6K +100 +33%
EFA
5813
Englebert Financial Advisers
Pennsylvania
$74.2K +$74.1K +398 New
HCM
5814
Horrell Capital Management
Arkansas
$69.6K +$19.2K +103 +38%
PCA
5815
PMV Capital Advisers
Texas
$66.8K
GFL
5816
Granite FO LLC
New Hampshire
$65.3K
BGAI
5817
Bruce G. Allen Investments
Colorado
$62.9K -$29.6K -159 -32%
BFP
5818
Birchwood Financial Partners
Minnesota
$59.9K +$59.8K +321 New
NCM
5819
Northwest Capital Management
Oregon
$56K -$1.21M -6,518 -96%
GG
5820
Gleason Group
Kentucky
$52.5K -$1.68K -9 -3%
NA
5821
Networth Advisors
Pennsylvania
$51.1K +$51K +274 New
PSFG
5822
Park Square Financial Group
Georgia
$50.8K +$4.28K +23 +6%
RCM
5823
Ravenstone Capital Management
$49.2K
SR
5824
Syntax Research
Florida
$48.5K +$18.6K +100 +63%
SAS
5825
Spurstone Advisory Services
Connecticut
$45.9K