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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1001
EFG International
$11.4K +$12K +42 New
TWD
1002
True Wealth Design
Ohio
$11.1K -$15.8K -55 -57%
PR
1003
Payden & Rygel
California
$11K -$201K -700 -95%
PPC
1004
Park Place Capital
Alabama
$10.8K
HNW
1005
High Note Wealth
Minnesota
$10.8K +$1.43K +5 +14%
DWM
1006
Dogwood Wealth Management
Kansas
$10.8K +$6.02K +21 +111%
EFMH
1007
E Fund Management (HK)
Hong Kong
$10.6K +$10.9K +38 +3,800%
BIA
1008
Bell Investment Advisors
California
$10.3K +$1.43K +5 +15%
OC
1009
Oakworth Capital
Alabama
$10.3K
AA
1010
Addison Advisors
Vermont
$10K
FFO
1011
Fortitude Family Office
Arizona
$10K
AW
1012
Avion Wealth
Texas
$10K +$4.01K +14 +56%
FA
1013
Financial Avengers
California
$9.79K
DWP
1014
Destiny Wealth Partners
Florida
$9.75K +$10.3K +36 New
CA
1015
Crewe Advisors
Utah
$9.21K
NB
1016
NBT Bank
New York
$8.67K +$1.43K +5 +19%
OA
1017
Operose Advisors
Wisconsin
$8.67K +$9.18K +32 New
NSIM
1018
North Star Investment Management
Illinois
$8.4K +$3.15K +11 +55%
OAJ
1019
Ogorek Anthony Joseph
New York
$8K -$287 -1 -3%
1IA
1020
1620 Investment Advisors
Massachusetts
$7.86K
HWP
1021
Highline Wealth Partners
California
$7.33K +$6.02K +21 +350%
MIM
1022
Manitou Investment Management
Ontario, Canada
$7.31K
BT
1023
Banque Transatlantique
France
$7.31K +$7.74K +27 New
SSG
1024
Summit Securities Group
New York
$7.04K -$59.6K -208 -89%
AWM
1025
Abound Wealth Management
Tennessee
$6.83K +$2.58K +9 +56%