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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1676
Bayforest Capital
United Kingdom
$97.4K +$115K +1,615 New
CAS
1677
Coppell Advisory Solutions
Texas
$97K +$60.8K +851 +114%
Kestra Investment Management
1678
Kestra Investment Management
Texas
$94.5K -$261K -3,654 -70%
HCM
1679
Hollencrest Capital Management
California
$94.5K -$96.3K -1,349 -46%
CWM
1680
Crowley Wealth Management
Delaware
$94.4K +$112K +1,565 New
CTA
1681
Colonial Trust Advisors
South Carolina
$92.3K – – –
CWM
1682
Centricity Wealth Management
Ohio
$91.1K +$108K +1,510 New
PWA
1683
Provenance Wealth Advisors
Florida
$90.7K – – –
ACM
1684
Adalta Capital Management
New York
$90.5K +$107K +1,500 New
CFP
1685
Comprehensive Financial Planning
Pennsylvania
$89.6K +$106K +1,485 New
CA
1686
Crewe Advisors
Utah
$88.8K -$56.1K -785 -35%
RS
1687
R Squared
Hong Kong
$88.7K +$105K +1,470 New
SIM
1688
Synergy Investment Management
Florida
$86.6K +$103K +1,436 New
RA
1689
Rise Advisors
New York
$86.2K +$1.43K +20 +1%
FWA
1690
Flagship Wealth Advisors
Massachusetts
$86K +$102K +1,425 New
GSWM
1691
Golden State Wealth Management
California
$85K +$101K +1,409 New
FIM
1692
FWL Investment Management
Texas
$83.7K – – –
CA
1693
Continuum Advisory
Idaho
$83.5K -$500 -7 -0.5%
GW&K Investment Management
1694
GW&K Investment Management
Massachusetts
$81K -$14.4K -202 -13%
TFGT
1695
TS Financial Group (TSFG)
Illinois
$79K -$28.1K -393 -23%
HM Payson & Co
1696
HM Payson & Co
Maine
$78.7K +$6.36K +89 +7%
Evelyn Partners Investment Management
1697
Evelyn Partners Investment Management
$78.4K +$92.8K +1,300 New
SL
1698
Salomon & Ludwin
Virginia
$77K – – –
Smithfield Trust
1699
Smithfield Trust
Pennsylvania
$77K -$48.9K -685 -35%
SFGP
1700
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$76.7K +$90.8K +1,272 New