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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1526
Gables Capital Management
Florida
$16.8K – – –
FWA
1527
Flagship Wealth Advisors
Massachusetts
$16.8K +$18.9K +100 New
SC
1528
Stance Capital
Massachusetts
$16.8K +$18.9K +100 New
RG
1529
RHL Group
Michigan
$16.6K +$2.84K +15 +18%
CIA
1530
Cape Investment Advisory
Georgia
$16.5K +$18.7K +99 New
HNW
1531
High Note Wealth
Minnesota
$16.1K -$2.08K -11 -10%
JGCM
1532
Joseph Group Capital Management
Ohio
$15.4K -$2.46K -13 -12%
ASA
1533
Axxion S.A.
Luxembourg
$15.3K +$17.2K +91 New
WTA
1534
Washington Trust Advisors
Massachusetts
$15.2K +$3.03K +16 +22%
CH
1535
CDKV Holdings
Colorado
$15K – – –
MWPCG
1536
Measured Wealth Private Client Group
New Hampshire
$14.3K – – –
CWP
1537
Concord Wealth Partners
Virginia
$13.3K +$15K +79 New
FP
1538
Financial Perspectives
Minnesota
$13K – – –
CFM
1539
Cornerstone Financial Management
Massachusetts
$12.9K +$3.22K +17 +28%
BFS
1540
Bare Financial Services
Pennsylvania
$12.7K +$3.98K +21 +38%
KFG
1541
Kingdom Financial Group
Arizona
$12.7K -$2.46K -13 -15%
1CP
1542
1015 Capital Partners
Pennsylvania
$12.6K -$947 -5 -6%
MA
1543
Montag & Associates
Georgia
$12.6K +$4.73K +25 +50%
KFA
1544
Kelleher Financial Advisors
New York
$12.6K +$14.2K +75 New
AT
1545
Arlington Trust
Alabama
$12.1K – – –
RWM
1546
Raffa Wealth Management
District of Columbia
$11.9K +$757 +4 +6%
KTC
1547
Kentucky Trust Company
Kentucky
$11.2K – – –
BSB
1548
Bangor Savings Bank
Maine
$10.7K – – –
MIM
1549
MTM Investment Management
South Carolina
$10.7K – – –
PS
1550
PayPay Securities
Japan
$10.7K +$10.6K +56 +700%