Name Holding Trade Value Shares
Change
Change in
Stake
VWA
326
Valued Wealth Advisors
Utah
$25.2K +$24.7K +550 New
IA
327
IFG Advisory
Georgia
$22.9K +$22.5K +500 New
S
328
SignatureFD
Georgia
$21.1K -$2.16K -48 -9%
PB
329
Pinnacle Bancorp
Nebraska
$19.2K – – –
TE
330
Tema ETFs
New York
$19.2K +$18.9K +420 New
PWAM
331
Private Wealth Asset Management
Iowa
$19.2K – – –
BIM
332
Bullseye Investment Management
Ohio
$18.8K +$18.5K +411 New
NA
333
NewEdge Advisors
Louisiana
$16K -$6.75K -150 -30%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16K +$15.7K +350 New
TPWA
335
Twin Peaks Wealth Advisors
California
$15.5K +$15.2K +339 New
RFP
336
Root Financial Partners
California
$15.2K +$4.99K +111 +50%
IA
337
IFP Advisors
Florida
$15.1K – – –
CAL
338
Capital Analysts LLC
Pennsylvania
$15K – – –
NS
339
NBC Securities
Alabama
$14.9K -$6.97K -155 -32%
TWD
340
True Wealth Design
Ohio
$12.6K +$5.85K +130 +89%
EP
341
Essential Partners
California
$11.7K – – –
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$11.3K -$585 -13 -5%
CIAM
343
Caitong International Asset Management
Hong Kong
$10.1K +$9.94K +221 New
BFS
344
Bare Financial Services
Pennsylvania
$9.89K +$7.83K +174 +414%
RIL
345
Rothschild Investment LLC
Illinois
$9.48K +$900 +20 +11%
CTA
346
Colonial Trust Advisors
South Carolina
$9.3K +$9.13K +203 New
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$8.51K +$1.57K +35 +23%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$8.38K +$45 +1 +0.5%
SIS
349
Sound Income Strategies
Florida
$7.87K – – –
PA
350
Parallel Advisors
California
$7.01K +$1.48K +33 +28%