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Name Holding Trade Value Shares
Change
Change in
Stake
FFO
401
Fortitude Family Office
Arizona
$25.8K -$876 -14 -4%
VSQM
402
V-Square Quantitative Management
Illinois
$24.1K +$20.8K +333 New
IFWM
403
Institute for Wealth Management
Colorado
$23K +$19.9K +318 New
FHC
404
First Horizon Corporation
Tennessee
$22.7K +$19.6K +313 New
VERPA
405
Virginia Estate & Retirement Planning Advisors
Virginia
$21.8K – – –
GRP
406
Global Retirement Partners
California
$20.2K +$17.4K +279 New
NEWAS
407
N.E.W. Advisory Services
Wisconsin
$18.3K – – –
MAM
408
Morse Asset Management
Connecticut
$18.1K +$15.6K +250 New
W
409
WealthCollab
Washington
$15.8K -$6.44K -103 -32%
DRP
410
Decker Retirement Planning
Utah
$15.6K – – –
RWM
411
Rialto Wealth Management
New York
$15.4K +$1.25K +20 +10%
Barrow, Hanley, Mewhinney & Strauss
412
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.2K – – –
AWM
413
Aberdeen Wealth Management
Illinois
$14.5K +$12.5K +200 New
TWD
414
True Wealth Design
Ohio
$14.4K – – –
HNB
415
Huntington National Bank
Ohio
$14.2K +$4.5K +72 +58%
HI
416
Harbour Investments
Wisconsin
$13.2K – – –
GXJ
417
Global X Japan
Japan
$12.1K +$10.4K +167 New
CTWM
418
Cherry Tree Wealth Management
Minnesota
$11.9K – – –
MHR
419
Matthew Hamilton Rosenberg
$11.7K +$7.13K +114 +243%
SS
420
SBI Securities
Japan
$11.7K – – –
OCWP
421
Owl Creek Wealth Partners
Colorado
$11.5K – – –
KG
422
Kilter Group
New York
$10.9K -$6.5K -104 -41%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$250 -4 -3%
AWA
424
Acumen Wealth Advisors
Tennessee
$9.77K -$3.81K -61 -31%
NA
425
NewEdge Advisors
Louisiana
$9.01K -$5.69K -91 -42%