Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1476
Prestige Wealth Management Group
New Jersey
$10.1K – – –
FFO
1477
Fortitude Family Office
Arizona
$9.39K – – –
PWA
1478
Principia Wealth Advisory
Texas
$9.14K +$400 +5 +5%
BC
1479
Bayforest Capital
United Kingdom
$9.06K -$274K -3,431 -97%
T. Rowe Price Investment Management
1480
T. Rowe Price Investment Management
Maryland
$9K +$8.32K +104 New
HNW
1481
High Note Wealth
Minnesota
$8.56K +$640 +8 +8%
HHMI
1482
Howard Hughes Medical Institute
Maryland
$8.48K -$160 -2 -2%
IWM
1483
IMG Wealth Management
Florida
$8.48K – – –
IWP
1484
IAG Wealth Partners
Wisconsin
$8.23K – – –
MLA
1485
MB, Levis & Associates
Pennsylvania
$8.23K – – –
DWM
1486
Dogwood Wealth Management
Kansas
$7.49K +$4.64K +58 +176%
CIAS
1487
CBIZ Investment Advisory Services
Ohio
$7.49K +$5.6K +70 +333%
MSWA
1488
Marshall & Sterling Wealth Advisors
New York
$7.49K +$7.28K +91 New
WA
1489
Westfuller Advisors
New York
$7.16K +$6.96K +87 New
MAM
1490
Marquette Asset Management
Minnesota
$7.08K +$6.88K +86 New
MAM
1491
Meeder Asset Management
Ohio
$7K +$320 +4 +5%
KG
1492
Kilter Group
New York
$6.67K +$2K +25 +45%
SAM
1493
Sherman Asset Management
California
$6.59K -$6.88K -86 -52%
HFS
1494
Horizon Financial Services
North Carolina
$6.42K +$4.16K +52 +200%
HHGA
1495
Halbert Hargrove Global Advisors
California
$6.42K +$6.24K +78 New
T
1496
Tidemark
California
$6.04K – – –
GSWM
1497
Golden State Wealth Management
California
$6.01K +$1.28K +16 +28%
BI
1498
Binnacle Investments
Iowa
$5.93K +$3.76K +47 +188%
SA
1499
Strategic Advocates
Utah
$5.93K +$5.76K +72 New
IWM
1500
Inlight Wealth Management
Georgia
$5.6K – – –