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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1526
Elevation Wealth Partners
California
$49.8K -$9.65K -47 -17%
VWA
1527
Valued Wealth Advisors
Utah
$48.9K -$2.26K -11 -5%
PMFA
1528
Plante Moran Financial Advisors
Michigan
$46.4K -$17.5K -85 -28%
AI
1529
AXS Investments
New York
$46K -$26.1K -127 -37%
PCA
1530
PMV Capital Advisers
Texas
$46K -$2.26K -11 -5%
Vanguard National Trust
1531
Vanguard National Trust
Pennsylvania
$45.4K +$44.4K +216 New
NEWAS
1532
N.E.W. Advisory Services
Wisconsin
$44.6K +$20.5K +100 +89%
MWA
1533
Merkkuri Wealth Advisors
New York
$44.1K +$43.1K +210 New
VFM
1534
Vision Financial Markets
Connecticut
$43.2K +$205 +1 +0.5%
TCM
1535
Tradewinds Capital Management
Washington
$43.2K +$205 +1 +0.5%
JFA
1536
JNBA Financial Advisors
Minnesota
$43.1K +$42.1K +205 New
BGAI
1537
Bruce G. Allen Investments
Colorado
$42.6K +$15K +73 +56%
WPA
1538
Wealth Preservation Advisors
Tennessee
$42.4K +$26.7K +130 +181%
JWM
1539
JPL Wealth Management
Colorado
$42.3K +$41.5K +202 New
MS
1540
Monetary Solutions
Ohio
$42K
QPBE
1541
Quintet Private Bank (Europe)
Luxembourg
$42K
WT
1542
WHI Trust
Illinois
$42K
FHC
1543
First Horizon Corporation
Tennessee
$41.6K +$1.44K +7 +4%
LWMI
1544
Legacy Wealth Management (Idaho)
Idaho
$41.6K +$6.37K +31 +19%
DWP
1545
Destiny Wealth Partners
Florida
$40.5K +$39.6K +193 New
VIS
1546
Vega Investment Solutions
France
$39.7K -$8.11M -39,504 -100%
DIP
1547
DT Investment Partners
Pennsylvania
$39.7K
KAS
1548
Kemnay Advisory Services
New York
$39.1K -$67.8K -330 -64%
AFC
1549
Ares Financial Consulting
California
$38.2K
AFG
1550
Albion Financial Group
Utah
$37.2K