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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2301
Aventus Investment Advisors
Florida
$4.85K
MAM
2302
Morse Asset Management
Connecticut
$4.73K +$95 +1 +2%
BFS
2303
Bare Financial Services
Pennsylvania
$4.66K +$1.89K +20 +63%
BWM
2304
Bernard Wealth Management
Michigan
$4.48K
WA
2305
Walsh & Associates
Florida
$4.48K
PWA
2306
Portus Wealth Advisors
North Carolina
$4.48K +$4.73K +50 New
CFP
2307
Comprehensive Financial Planning
Pennsylvania
$4.48K +$4.73K +50 New
VWM
2308
Vermillion Wealth Management
Minnesota
$3.94K +$4.07K +43 +4,300%
HFM
2309
Hartford Financial Management
Connecticut
$3.76K
RWPA
2310
Richard W. Paul & Associates
Michigan
$3.67K
FF
2311
Friedenthal Financial
New Jersey
$3.5K
SIS
2312
Strategic Investment Solutions
Illinois
$3.35K -$9.46K -100 -73%
RWM
2313
Rialto Wealth Management
New York
$3.31K +$1.89K +20 +118%
CAC
2314
Core Alternative Capital
Georgia
$3.26K
HIW
2315
Holos Integrated Wealth
Pennsylvania
$3.24K
IW
2316
Imprint Wealth
South Carolina
$3.23K
1CP
2317
1015 Capital Partners
Pennsylvania
$3.14K +$189 +2 +6%
AWM
2318
Activest Wealth Management
Florida
$2.56K -$10.9K -115 -80%
PS
2319
PayPay Securities
Japan
$2.16K -$757 -8 -27%
GFL
2320
Granite FO LLC
New Hampshire
$2.06K
FLP
2321
Financial Life Planners
Arizona
$2.05K +$2.18K +23 New
PMIM
2322
Prudent Man Investment Management
Colorado
$2.02K
LWMI
2323
Legacy Wealth Management (Idaho)
Idaho
$1.34K +$1.42K +15 New
TWM
2324
TopTier Wealth Management
Wisconsin
$1.34K +$1.42K +15 New
RF
2325
Roxbury Financial
New Jersey
$1.3K