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Name Holding Trade Value Shares
Change
Change in
Stake
XAU
2476
XP Advisory US
Florida
$55.6K +$66.7K +2,686 New
HIA
2477
Highland Investment Advisors
Florida
$55.5K +$66.5K +2,680 New
CWP
2478
Clark Wealth Partners
Illinois
$54.5K -$1.14K -46 -2%
SFG
2479
Strive Financial Group
Indiana
$54.2K – – –
BIM
2480
Bullseye Investment Management
Ohio
$52K +$1.17K +47 +2%
VWA
2481
VSM Wealth Advisory
Maryland
$51.7K – – –
MUMSS
2482
Mitsubishi UFJ Morgan Stanley Securities
Japan
$51.1K -$99.7K -4,015 -62%
MCA
2483
Maryland Capital Advisors
Maryland
$50.4K +$60.5K +2,437 New
FS
2484
Financially Speaking
Colorado
$50.2K – – –
HIW
2485
Holos Integrated Wealth
Pennsylvania
$50K – – –
SA
2486
Seneschal Advisors
Washington
$48.1K +$124 +5 +0.2%
WAU
2487
Wellington-Altus USA
Manitoba, Canada
$46.3K – – –
NRG
2488
Nemes Rush Group
Michigan
$45.7K -$138K -5,548 -72%
CJ
2489
Caitlin John
Michigan
$45.6K -$4.87K -196 -8%
HC
2490
Hurley Capital
New York
$45.5K -$33.5K -1,348 -38%
AW
2491
Avion Wealth
Texas
$45K +$7.84K +316 +17%
PS
2492
Planning Strategies
Pennsylvania
$44.4K +$53.3K +2,147 New
CT
2493
Coastline Trust
Rhode Island
$43.2K – – –
VR
2494
Vision Retirement
New Jersey
$42.6K +$25 +1 +0%
HHGA
2495
Halbert Hargrove Global Advisors
California
$42.5K +$1.36K +55 +3%
MLA
2496
MB, Levis & Associates
Pennsylvania
$42.3K +$422 +17 +0.8%
SWA
2497
Strategic Wealth Advisors
Arizona
$42K +$19.7K +792 +86%
BAM
2498
Bellevue Asset Management
Washington
$41.8K -$1.61K -65 -3%
CFS
2499
CGC Financial Services
Oregon
$41.8K +$17.7K +712 +55%
PFG
2500
Premier Financial Group
California
$41.7K +$50K +2,014 New