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Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
1826
Smallwood Wealth Investment Management
New Jersey
$2.97K – – –
SFA
1827
Semmax Financial Advisors
North Carolina
$2.91K – – –
IWM
1828
IMG Wealth Management
Florida
$2.9K -$61.3K -895 -96%
PWM
1829
Parkworth Wealth Management
California
$2.82K +$1.44K +21 +124%
BHWM
1830
Bay Harbor Wealth Management
Maryland
$2.75K +$1.71K +25 +208%
CA
1831
Crewe Advisors
Utah
$2.45K -$34.1K -498 -94%
IAS
1832
IMA Advisory Services
Colorado
$2.23K +$548 +8 +36%
HFS
1833
Hughes Financial Services
Virginia
$2.22K -$959 -14 -30%
CT
1834
Clearstead Trust
Maine
$2.08K -$1.3K -19 -40%
TC
1835
Trust Company
Kansas
$2.08K -$274 -4 -13%
PS
1836
PayPay Securities
Japan
$2.08K -$68 -1 -3%
SC
1837
Stephens Consulting
Michigan
$2.08K +$1.92K +28 New
RWM
1838
Rialto Wealth Management
New York
$1.93K +$1.16K +17 +189%
IA
1839
IFS Advisors
Kansas
$1.86K – – –
LIA
1840
Luken Investment Analytics
Tennessee
$1.86K – – –
WA
1841
WestEnd Advisors
North Carolina
$1.64K -$479 -7 -24%
HFS
1842
Horizon Financial Services
North Carolina
$1.64K +$479 +7 +47%
CFS
1843
CGC Financial Services
Oregon
$1.49K – – –
MAS
1844
MPWM Advisory Solutions
Georgia
$1.41K -$17.8K -260 -93%
Kayne Anderson Rudnick Investment Management
1845
Kayne Anderson Rudnick Investment Management
California
$1.34K +$685 +10 +125%
GJIA
1846
Glass Jacobson Investment Advisors
Maryland
$1.26K -$32.8K -479 -97%
AP
1847
Aspect Partners
Virginia
$1.19K – – –
GFL
1848
Granite FO LLC
New Hampshire
$1.19K – – –
PWS
1849
Peterson Wealth Services
Utah
$1.04K +$959 +14 New
AG
1850
AmeriFlex Group
Nevada
$1.02K -$19.9K -290 -95%