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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1201
Cornerstone Planning Group
New Jersey
$14K -$105K -578 -87%
WWM
1202
Wolff Wiese Magana
California
$13.9K
PPC
1203
Park Place Capital
Alabama
$13.4K
BIA
1204
Bell Investment Advisors
California
$13.1K -$546 -3 -4%
CIA
1205
Cape Investment Advisory
Georgia
$12.7K +$13.7K +75 +1,875%
W
1206
WealthCollab
Washington
$12.6K
NI
1207
NCP Inc
California
$11.3K +$12.8K +70 New
HHMI
1208
Howard Hughes Medical Institute
Maryland
$11.1K
NL
1209
NorthAvenue LLC
Ohio
$10.5K +$11.8K +65 New
A
1210
Allianz
Germany
$10.5K +$11.8K +65 New
VWA
1211
Valued Wealth Advisors
Utah
$9.9K -$364 -2 -3%
OC
1212
Optima Capital
Oregon
$9.84K +$11.1K +61 New
TFA
1213
Toth Financial Advisory
Virginia
$9.68K -$865K -4,749 -99%
DWM
1214
Darwin Wealth Management
Florida
$9.68K
BGAI
1215
Bruce G. Allen Investments
Colorado
$9.52K -$8.2K -45 -43%
DCM
1216
Davidson Capital Management
Texas
$9.2K +$10.4K +57 New
T. Rowe Price Investment Management
1217
T. Rowe Price Investment Management
Maryland
$9K
SIC
1218
SJS Investment Consulting
Ohio
$8.87K -$372K -2,042 -97%
PSFG
1219
Park Square Financial Group
Georgia
$8.82K +$6.74K +37 +137%
WAS
1220
Winch Advisory Services
Wisconsin
$8.74K
KG
1221
Kilter Group
New York
$8.55K +$1.82K +10 +23%
BTD
1222
BankPlus Trust Department
Mississippi
$8.55K
S
1223
Sachetta
Massachusetts
$8.39K -$2.37K -13 -20%
RDFA
1224
Ritter Daniher Financial Advisory
Ohio
$8.08K +$9.11K +50 New
CTA
1225
Colonial Trust Advisors
South Carolina
$8.07K