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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
701
Grove Bank & Trust
Florida
$7.04K – – –
RF
702
Rossby Financial
Florida
$6.88K +$4.92K +96 +310%
RS
703
Rakuten Securities
Japan
$6.77K -$260K -5,063 -98%
AGWCA
704
Annis Gardner Whiting Capital Advisors
Florida
$6.55K +$5.9K +115 +1,917%
CSC
705
Caldwell Sutter Capital
California
$6.55K – – –
KFAS
706
Keating Financial Advisory Services
Kansas
$6.34K +$6K +117 New
AW
707
Avion Wealth
Texas
$6K -$154 -3 -3%
MSWM
708
Mowery & Schoenfeld Wealth Management
Illinois
$5.69K +$5.39K +105 New
PWAM
709
Private Wealth Asset Management
Iowa
$5.47K – – –
MAS
710
MPWM Advisory Solutions
Georgia
$5.42K – – –
EWP
711
Elevation Wealth Partners
California
$5.36K +$2.77K +54 +120%
PWA
712
Physician Wealth Advisors
Utah
$5.09K -$4.46K -87 -48%
WWM
713
Wolff Wiese Magana
California
$5.04K – – –
HHMI
714
Howard Hughes Medical Institute
Maryland
$4.71K -$51 -1 -1%
PK
715
Pflug Koory
Nebraska
$4.6K – – –
PWMG
716
Private Wealth Management Group
New Jersey
$4.55K -$256 -5 -6%
LWMI
717
Legacy Wealth Management (Idaho)
Idaho
$4.33K +$923 +18 +29%
MEG
718
Millstone Evans Group
Colorado
$4.28K – – –
MA
719
MCF Advisors
Kentucky
$4.12K – – –
OAJ
720
Ogorek Anthony Joseph
New York
$4K -$1.74K -34 -29%
AWA
721
Acumen Wealth Advisors
Tennessee
$3.79K +$3.59K +70 New
CFD
722
Creative Financial Designs
Indiana
$3.74K – – –
BW
723
Bravera Wealth
North Dakota
$3.74K +$3.54K +69 New
PIM
724
Plato Investment Management
Australia
$3.7K – – –
WB
725
Webster Bank
Connecticut
$3.68K – – –
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