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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
2651
IMA Advisory Services
Colorado
$55K +$6.18K +244 +12%
ORAM
2652
One River Asset Management
Connecticut
$52.1K +$53.1K +2,097 New
BTD
2653
BankPlus Trust Department
Mississippi
$52.1K – – –
BAM
2654
Bellevue Asset Management
Washington
$51.7K +$101 +4 +0.2%
VR
2655
Vision Retirement
New Jersey
$51.5K +$52.5K +2,073 New
PWMA
2656
Pension & Wealth Management Advisors
Massachusetts
$51.1K +$25.4K +1,002 +95%
FA
2657
Fountainhead AM
New Jersey
$50.4K -$257K -10,144 -83%
MLA
2658
MB, Levis & Associates
Pennsylvania
$49.9K +$101 +4 +0.2%
HHGA
2659
Halbert Hargrove Global Advisors
California
$49.7K -$14.3K -565 -22%
NRWA
2660
North Ridge Wealth Advisors
Oregon
$49.7K – – –
TC
2661
Tacita Capital
Ontario, Canada
$48.7K – – –
CFO
2662
Capitol Family Office
Oregon
$47.5K – – –
MSWM
2663
Mowery & Schoenfeld Wealth Management
Illinois
$47.5K +$21.3K +841 +79%
PWM
2664
Peck Wealth Management
New York
$47K – – –
DIP
2665
DT Investment Partners
Pennsylvania
$46.9K – – –
HIW
2666
Holos Integrated Wealth
Pennsylvania
$46.9K – – –
1M
2667
1248 Management
Missouri
$43.7K – – –
NRG
2668
Nemes Rush Group
Michigan
$43.6K +$5.85K +231 +15%
RF
2669
Roxbury Financial
New Jersey
$43.2K +$380 +15 +0.9%
Close Asset Management
2670
Close Asset Management
United Kingdom
$43K – – –
FS
2671
Financially Speaking
Colorado
$43K – – –
LFASL
2672
Lugano Financial Advisors SA (LFA)
Switzerland
$42.8K – – –
SWA
2673
Strategic Wealth Advisors
Arizona
$42K +$43.5K +1,717 New
WA
2674
Whipplewood Advisors
Colorado
$42K – – –
Loomis, Sayles & Company
2675
Loomis, Sayles & Company
Massachusetts
$41.7K -$1.54K -61 -4%