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Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
1301
Hager Investment Management Services
New Hampshire
$6.5K – – –
UFPG
1302
United Financial Planning Group
New York
$6.5K – – –
WTA
1303
Washington Trust Advisors
Massachusetts
$6.41K -$5.12K -33 -45%
DPW
1304
DiNuzzo Private Wealth
Pennsylvania
$6.35K – – –
BW
1305
Bravera Wealth
North Dakota
$6.34K – – –
IWM
1306
IMG Wealth Management
Florida
$6.34K +$4.65K +30 +300%
HIA
1307
HFM Investment Advisors
New Jersey
$6.19K +$1.09K +7 +22%
JWM
1308
JPL Wealth Management
Colorado
$6.03K -$310 -2 -5%
AT
1309
Arlington Trust
Alabama
$6.03K -$15.8K -102 -73%
GFA
1310
Godfrey Financial Associates
New York
$6.03K -$310 -2 -5%
FW
1311
Fairway Wealth
Ohio
$5.87K – – –
CM
1312
Capula Management
Cayman Islands
$5.71K -$62.8K -405 -92%
CJ
1313
Caitlin John
Michigan
$5.59K – – –
WSFS
1314
Wilmington Savings Fund Society
Delaware
$5.39K +$2.48K +16 +89%
LF
1315
LifeSteps Financial
California
$5.24K +$5.12K +33 New
LC
1316
Luminist Capital
Michigan
$5.24K +$5.12K +33 New
PWM
1317
Proathlete Wealth Management
Florida
$5.23K +$5.12K +33 New
FC
1318
Financial Consulate
Maryland
$5.08K +$2.17K +14 +78%
B
1319
Bayban
Minnesota
$5.08K – – –
CA
1320
Crewe Advisors
Utah
$4.92K +$3.1K +20 +182%
GG
1321
Gleason Group
Kentucky
$4.76K +$4.65K +30 New
CHC
1322
City Holding Co
West Virginia
$4.76K – – –
LWM
1323
Lodestone Wealth Management
Washington
$4.62K – – –
RWM
1324
Raffa Wealth Management
District of Columbia
$4.6K -$155 -1 -3%
GTAM
1325
Global Trust Asset Management
Florida
$4.44K – – –