Name Holding Trade Value Shares
Change
Change in
Stake
ACA
851
Atlas Capital Advisors
Wyoming
$65.4K +$61.2K +597 New
ECA
852
Elevated Capital Advisors
Utah
$63.2K +$59.1K +577 New
ITIM
853
Indiana Trust & Investment Management
Indiana
$59.5K -$1.13K -11 -2%
KA
854
Kozak & Associates
Colorado
$57.7K +$205 +2 +0.4%
TM
855
Torren Management
California
$56.4K +$52.8K +515 New
CAL
856
Capital Advisors Ltd
Ohio
$55K – – –
RAM
857
Reflection Asset Management
South Carolina
$54.9K +$51.3K +501 New
SWM
858
Spire Wealth Management
Virginia
$52.5K -$7.99K -78 -14%
FMII
859
Farmers & Merchants Investments Inc
Nebraska
$51.1K +$410 +4 +0.9%
CSC
860
Caldwell Sutter Capital
California
$48.3K +$8.3K +81 +23%
WIM
861
Westside Investment Management
California
$48.2K – – –
LSA
862
Leonteq Securities AG
Switzerland
$47.2K -$11.1K -108 -20%
PCTC
863
Perkins Coie Trust Company
Washington
$46.8K – – –
VCM
864
Versant Capital Management
Arizona
$45.6K -$615 -6 -1%
EF
865
Entrust Financial
Pennsylvania
$44.6K +$41.7K +407 New
SCM
866
Silvant Capital Management
Georgia
$43.5K – – –
MCM
867
MV Capital Management
Maryland
$42.8K +$205 +2 +0.5%
MW
868
Merited Wealth
Florida
$41.6K +$38.9K +380 New
NL
869
Navalign LLC
California
$41.3K +$38.6K +377 New
PWMG
870
Prestige Wealth Management Group
New Jersey
$40.5K – – –
TWD
871
True Wealth Design
Ohio
$39.9K +$14.1K +138 +61%
GSWM
872
Golden State Wealth Management
California
$39.5K – – –
Acadian Asset Management
873
Acadian Asset Management
Massachusetts
$39K – – –
W
874
WealthCollab
Washington
$37.5K – – –
CFD
875
Creative Financial Designs
Indiana
$36K -$2.36K -23 -7%