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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
951
N.E.W. Advisory Services
Wisconsin
$68.2K +$86.8K +581 New
FIM
952
FWL Investment Management
Texas
$68.1K -$12.7K -85 -13%
LWCFA
953
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K – – –
APW
954
Aventura Private Wealth
Florida
$65.5K -$149 -1 -0.2%
RTC
955
Riverview Trust Company
Washington
$65.5K -$1.49K -10 -2%
RCA
956
Runnymede Capital Advisors
Ohio
$64.9K -$59.8K -400 -42%
OP
957
ORG Partners
Indiana
$64.3K +$3.88K +26 +5%
OAM
958
Ostrum Asset Management
France
$64.1K -$1.94K -13 -2%
DMBA
959
Deseret Mutual Benefit Administrators
Utah
$63.7K +$24.2K +162 +43%
WT
960
Whittier Trust
California
$62.6K +$36.2K +242 +83%
HC
961
Hurley Capital
New York
$61K -$1.59M -10,613 -95%
AG
962
AmeriFlex Group
Nevada
$59.9K +$41.8K +280 +122%
JFA
963
JNBA Financial Advisors
Minnesota
$58.7K – – –
AF
964
Advisornet Financial
Minnesota
$56.6K -$22.3K -149 -24%
HCM
965
Hollencrest Capital Management
California
$55.1K -$2.06M -13,820 -97%
CFP
966
Comprehensive Financial Planning
Pennsylvania
$53.3K +$37.8K +253 +127%
TFIPS
967
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.8K – – –
CA
968
Clearstead Advisors
Ohio
$51.1K +$13.4K +90 +26%
HIA
969
Harbor Investment Advisory
Maryland
$50.6K -$22.4K -150 -26%
VWM
970
Vermillion Wealth Management
Minnesota
$50.6K – – –
CLOS
971
Compagnie Lombard Odier SCmA
Switzerland
$50.6K +$22.6K +151 +54%
OWA
972
Opal Wealth Advisors
New York
$46.4K +$59K +395 New
CFO
973
CVA Family Office
Colorado
$43.7K +$4.63K +31 +9%
JWA
974
JFS Wealth Advisors
Pennsylvania
$43.3K +$896 +6 +2%
FDW
975
Fourth Dimension Wealth
Ohio
$42.4K -$38.8K -260 -42%