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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2876
Plante Moran Financial Advisors
Michigan
$60.7K -$30K -693 -33%
NMG
2877
New Millennium Group
Utah
$60.2K +$58.1K +1,342 +4,970%
PWA
2878
Principia Wealth Advisory
Texas
$57.8K +$1.13K +26 +2%
CYG
2879
Clean Yield Group
Vermont
$57.7K -$30.4K -702 -35%
CIAM
2880
Caitong International Asset Management
Hong Kong
$57.4K +$56.5K +1,306 New
EWP
2881
Elevation Wealth Partners
California
$57.4K +$15.3K +354 +37%
PS
2882
Pinney & Scofield
Massachusetts
$57.2K
CCMW
2883
Cypress Capital Management (Wyoming)
Wyoming
$57K -$21.6K -500 -28%
HC
2884
Hoese & Co
Minnesota
$56K
BAM
2885
Bellevue Asset Management
Washington
$54.7K -$6.06K -140 -10%
HIMS
2886
Hager Investment Management Services
New Hampshire
$54.2K +$11.1K +256 +26%
IA
2887
IFS Advisors
Kansas
$53.9K
OBWP
2888
O'Brien Wealth Partners
Massachusetts
$53.8K +$1.17K +27 +2%
FS
2889
Financially Speaking
Colorado
$53.6K
SIC
2890
SJS Investment Consulting
Ohio
$53.1K +$2.9K +67 +6%
CMA
2891
Cedar Mountain Advisors
Oregon
$52K +$8.79K +203 +21%
TCB
2892
Texas Capital Bancshares
Texas
$48.4K +$47.7K +1,102 New
EP
2893
Essential Partners
California
$47.8K +$44.5K +1,028 +1,713%
T
2894
Tidemark
California
$47.5K +$173 +4 +0.4%
APW
2895
Acima Private Wealth
Virginia
$45.7K
MSWA
2896
Marshall & Sterling Wealth Advisors
New York
$45.5K +$433 +10 +1%
RWS
2897
Retirement Wealth Solutions
Wisconsin
$45K -$9.91K -229 -18%
BSC
2898
Brown Shipley & Co
United Kingdom
$44.6K
ACM
2899
Anfield Capital Management
California
$44.2K +$5.41K +125 +14%
HIA
2900
HFM Investment Advisors
New Jersey
$44K -$476 -11 -1%