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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1576
Avion Wealth
Texas
$25K +$5.13K +25 +26%
MTC
1577
Matrix Trust Company
Colorado
$25K +$24.2K +118 New
W
1578
WealthCollab
Washington
$24.8K – – –
HIA
1579
HFM Investment Advisors
New Jersey
$23.5K +$205 +1 +0.9%
TCM
1580
Triumph Capital Management
Colorado
$23.5K +$13.6K +66 +143%
BTC
1581
Bank & Trust Company
Illinois
$23.3K – – –
SHIM
1582
Stone House Investment Management
Pennsylvania
$23.3K +$205 +1 +0.9%
CW
1583
Curio Wealth
Maryland
$22.9K +$1.03K +5 +5%
HNW
1584
High Note Wealth
Minnesota
$22.5K +$205 +1 +0.9%
FFC
1585
First Financial Corp
Indiana
$22.1K – – –
JGCM
1586
Joseph Group Capital Management
Ohio
$22.1K +$13.1K +64 +156%
AIC
1587
Archer Investment Corporation
Indiana
$22K +$411 +2 +2%
JFG
1588
JDM Financial Group
Texas
$21.8K -$3.7K -18 -15%
HWA
1589
Heritage Wealth Advisors
Virginia
$21.8K +$11.5K +56 +117%
EPIMS
1590
Evelyn Partners Investment Management Services
$21.6K +$20.7K +101 +5,050%
SIC
1591
SJS Investment Consulting
Ohio
$21.4K -$18.5K -90 -47%
BL
1592
BFSG LLC
California
$21K – – –
GCM
1593
Gables Capital Management
Florida
$21K – – –
SEP
1594
Signature Equity Partners
Ohio
$20.8K +$2.05K +10 +11%
KFP
1595
Kerr Financial Planning
California
$20.7K +$14.6K +71 +173%
FC
1596
Financial Consulate
Maryland
$20.6K +$4.31K +21 +27%
FFA
1597
Frazier Financial Advisors
Ohio
$19.3K +$12.1K +59 +179%
LAS
1598
Lloyd Advisory Services
Georgia
$18.8K -$2.67K -13 -13%
KFG
1599
Kingdom Financial Group
Arizona
$18.8K +$2.88K +14 +19%
CH
1600
CDKV Holdings
Colorado
$18.7K +$205 +1 +1%