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Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
476
Quent Capital
New York
$46K -$25.1K -336 -34%
PPC
477
Park Place Capital
Alabama
$45.9K – – –
CJ
478
Caitlin John
Michigan
$40.7K -$243K -3,259 -85%
NS
479
NBC Securities
Alabama
$40.3K +$13.6K +183 +46%
WAU
480
Wellington-Altus USA
Manitoba, Canada
$37.3K – – –
KFAS
481
Keating Financial Advisory Services
Kansas
$34.9K +$10.7K +143 +40%
JEST
482
JTC Employer Solutions Trustee
Jersey
$34K – – –
AS
483
Altshuler Shaham
Israel
$31.7K +$33.9K +455 New
DB
484
Danske Bank
Denmark
$31.5K +$75 +1 +0.2%
TWD
485
True Wealth Design
Ohio
$31.3K -$35.3K -473 -51%
FFO
486
Fortitude Family Office
Arizona
$28.3K +$10.6K +142 +54%
SWM
487
Spire Wealth Management
Virginia
$28.1K +$30K +403 New
CA
488
Clearstead Advisors
Ohio
$26.9K -$260K -3,493 -90%
VSQM
489
V-Square Quantitative Management
Illinois
$24.3K +$3.35K +45 +15%
ABWM
490
Alpine Bank Wealth Management
Colorado
$23.5K +$25.1K +337 New
CMA
491
Cedar Mountain Advisors
Oregon
$23.5K +$25.1K +337 New
BWA
492
Basecamp Wealth Advisors
Washington
$23.3K – – –
OCM
493
Osterweis Capital Management
California
$22.2K – – –
GXJ
494
Global X Japan
Japan
$20.1K +$11.6K +156 +118%
PWPS
495
Pinnacle Wealth Planning Services
Ohio
$19.8K +$522 +7 +3%
SL
496
Salomon & Ludwin
Virginia
$18.6K – – –
JWM
497
JPL Wealth Management
Colorado
$17.7K -$5K -67 -21%
CWP
498
Concord Wealth Partners
Virginia
$17.4K +$18.6K +250 New
EWP
499
Elevation Wealth Partners
California
$16.5K +$16K +215 +977%
C
500
Covestor
United Kingdom
$16K -$11.5K -154 -40%
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20
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