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On Holding
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
426
Noble Wealth Management PBC
Colorado
$12.7K +$14.3K +300 New
ADL
427
Asset Dedication LLC
California
$12.5K – – –
WAS
428
Winch Advisory Services
Wisconsin
$11.5K – – –
TFM
429
TFC Financial Management
Massachusetts
$10.7K -$4.28K -90 -26%
QWM
430
Quaker Wealth Management
New Jersey
$10.6K -$2.43K -51 -17%
CMA
431
Cedar Mountain Advisors
Oregon
$9.36K – – –
RWM
432
Raffa Wealth Management
District of Columbia
$8.68K – – –
RIL
433
Rothschild Investment LLC
Illinois
$8.64K +$9.71K +204 New
GSWM
434
Golden State Wealth Management
California
$8.22K – – –
KFI
435
Key Financial Inc
Pennsylvania
$8.15K – – –
SN
436
Sittner & Nelson
Oregon
$8.13K – – –
QCG
437
Quadrant Capital Group
Ohio
$8.01K +$8.99K +189 New
RFP
438
Root Financial Partners
California
$7.62K +$8.57K +180 New
MAM
439
Meeder Asset Management
Ohio
$6.95K +$7.8K +164 New
MA
440
Montag & Associates
Georgia
$6.78K -$20.8K -437 -73%
MAFA
441
MJT & Associates Financial Advisory
Minnesota
$6.69K – – –
CWM
442
Cranbrook Wealth Management
Michigan
$6.06K – – –
CFD
443
Creative Financial Designs
Indiana
$5.89K – – –
WANY
444
Wealthspire Advisors (New York)
New York
$5.8K +$6.52K +137 New
LI
445
LRI Investments
Florida
$5.34K +$6K +126 New
NOI
446
Newton One Investments
Delaware
$4.83K – – –
CIAM
447
Caitong International Asset Management
Hong Kong
$4.53K -$161K -3,375 -97%
FHC
448
First Horizon Corporation
Tennessee
$4.36K +$4.9K +103 New
AIM
449
Anchor Investment Management
South Carolina
$4.24K – – –
BAM
450
Byrne Asset Management
New Jersey
$4.24K – – –
16 17
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