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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1026
Crewe Advisors
Utah
$15.9K +$4.89K +16 +47%
EI
1027
EFG International
$15.3K +$1.84K +6 +14%
TSMHT
1028
Thurston Springer Miller Herd & Titak
Indiana
$15.3K +$1.53K +5 +12%
TCOT
1029
Trust Company of Toledo
Ohio
$15K +$14.1K +46 +4,600%
HNW
1030
High Note Wealth
Minnesota
$14.6K +$1.84K +6 +15%
TWD
1031
True Wealth Design
Ohio
$14.3K +$1.22K +4 +10%
BWL
1032
Bogart Wealth LLC
Virginia
$14K -$918 -3 -6%
PR
1033
Payden & Rygel
California
$13K – – –
EFMH
1034
E Fund Management (HK)
Hong Kong
$12.4K – – –
OC
1035
Oakworth Capital
Alabama
$12.1K – – –
FFO
1036
Fortitude Family Office
Arizona
$11.8K – – –
SSG
1037
Summit Securities Group
New York
$11.8K +$3.37K +11 +42%
FA
1038
Financial Avengers
California
$11.6K – – –
CFM
1039
Cornerstone Financial Management
Massachusetts
$11.1K +$3.98K +13 +59%
APW
1040
Allied Private Wealth
Florida
$10.4K +$9.79K +32 New
NB
1041
NBT Bank
New York
$10.2K – – –
AW
1042
Avion Wealth
Texas
$10K -$2.14K -7 -18%
OAJ
1043
Ogorek Anthony Joseph
New York
$10K – – –
1IA
1044
1620 Investment Advisors
Massachusetts
$9.23K – – –
BIA
1045
Bell Investment Advisors
California
$8.91K -$3.06K -10 -26%
BT
1046
Banque Transatlantique
France
$8.59K – – –
MIM
1047
Manitou Investment Management
Ontario, Canada
$8.59K – – –
RWM
1048
Raffa Wealth Management
District of Columbia
$8.59K +$1.22K +4 +17%
AEPWM
1049
Atlantic Edge Private Wealth Management
Florida
$7.96K – – –
TC
1050
Trust Company
Kansas
$7.96K – – –