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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2301
Planning Strategies
Pennsylvania
$12.8K +$13K +177 New
1CP
2302
1015 Capital Partners
Pennsylvania
$12.6K -$98.7K -1,346 -89%
RFA
2303
Reyes Financial Architecture
California
$12.6K – – –
VWA
2304
Valued Wealth Advisors
Utah
$12.3K -$1.47K -20 -11%
Q1WB
2305
Quest 10 Wealth Builders
Virginia
$12.3K +$440 +6 +4%
CIAM
2306
Caitong International Asset Management
Hong Kong
$12.1K +$10.1K +138 +460%
BW
2307
Bravera Wealth
North Dakota
$11.8K -$14.4K -197 -55%
RC
2308
Rexford Capital
Texas
$11.8K +$7.55K +103 +172%
HIA
2309
Highland Investment Advisors
Florida
$11.7K +$11.9K +162 New
GCM
2310
Glynn Capital Management
California
$11.6K – – –
BHWM
2311
Beaird Harris Wealth Management
Texas
$11.5K – – –
WA
2312
WestEnd Advisors
North Carolina
$11.5K +$11.7K +159 New
JGIA
2313
Jackson Grant Investment Advisers
Connecticut
$11.3K +$1.03K +14 +10%
ACA
2314
Atlas Capital Advisors
Wyoming
$11K -$59.2K -808 -84%
STB
2315
S&T Bank
Pennsylvania
$11K -$17.1K -233 -61%
CJ
2316
Caitlin John
Michigan
$10.8K – – –
MSFP
2317
Mark Sheptoff Financial Planning
Connecticut
$10.8K – – –
TC
2318
Toews Corporation
New Jersey
$10.8K +$11K +150 New
LFASL
2319
Lugano Financial Advisors SA (LFA)
Switzerland
$10.5K – – –
BH
2320
Burk Holdings
Oklahoma
$10.2K – – –
PWA
2321
Principia Wealth Advisory
Texas
$10.2K +$880 +12 +9%
DF
2322
Downshift Financial
Colorado
$10.2K +$10.4K +142 New
SC
2323
SouthState Corp
Florida
$10K -$1.25K -17 -11%
MAM
2324
Morse Asset Management
Connecticut
$9.81K – – –
Loomis, Sayles & Company
2325
Loomis, Sayles & Company
Massachusetts
$9.53K -$773K -10,548 -99%