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SharkNinja

Name Holding Trade Value Shares
Change
Change in
Stake
RF
501
Rossby Financial
Florida
$9.9K +$2.52K +21 +48%
KFAS
502
Keating Financial Advisory Services
Kansas
$8.38K +$2.16K +18 +49%
BIA
503
Bell Investment Advisors
California
$8.07K
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$7.92K -$48.5K -405 -89%
APFP
505
Action Point Financial Planning
Michigan
$6.85K +$5.51K +46 New
GBT
506
Grove Bank & Trust
Florida
$6.55K -$599 -5 -10%
MG
507
Mather Group
Illinois
$6.42K -$1.2K -10 -19%
CA
508
Continuum Advisory
Idaho
$6.24K +$4.91K +41 New
EP
509
Evelyn Partners
$6.09K +$4.79K +40 New
AAS
510
Ameritas Advisory Services
Nebraska
$5.94K +$4.67K +39 New
TWD
511
True Wealth Design
Ohio
$5.79K
HWP
512
Highline Wealth Partners
California
$5.63K
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.63K +$4.43K +37 New
BTI
514
Blue Trust Inc
Georgia
$5.35K -$599 -5 -13%
HNB
515
Huntington National Bank
Ohio
$5.33K
RIL
516
Rothschild Investment LLC
Illinois
$5.1K +$240 +2 +6%
CT
517
Colonial Trust
South Carolina
$4.38K
SHIM
518
Stone House Investment Management
Pennsylvania
$3.96K +$2.75K +23 +767%
SC
519
Sawyer & Company
Massachusetts
$3.81K
BHWM
520
Bay Harbor Wealth Management
Maryland
$3.5K +$838 +7 +44%
CCMI
521
Creative Capital Management Investments
California
$3.5K +$2.75K +23 New
EWP
522
Elevation Wealth Partners
California
$3.35K +$2.63K +22 New
DRP
523
Decker Retirement Planning
Utah
$3.21K +$2.52K +21 New
SWM
524
SHP Wealth Management
Massachusetts
$3.21K +$359 +3 +17%
NRG
525
Nemes Rush Group
Michigan
$3.2K