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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
526
Loomis, Sayles & Company
Massachusetts
$2K +$1.09K +8 +89%
CWP
527
Concord Wealth Partners
Virginia
$1.79K +$2.17K +16 New
PS
528
PayPay Securities
Japan
$1.79K +$2.17K +16 New
LF
529
Lee Financial
Texas
$1.68K – – –
JWA
530
JFS Wealth Advisors
Pennsylvania
$1.34K -$17.3K -127 -91%
BHWM
531
Beaird Harris Wealth Management
Texas
$1.34K -$815 -6 -33%
LFG
532
Larson Financial Group
Missouri
$1.34K – – –
RWM
533
Raffa Wealth Management
District of Columbia
$1.34K – – –
WTC
534
WhitTier Trust Company
Nevada
$1.34K +$1.63K +12 New
NL
535
NVWM LLC
Pennsylvania
$1.23K -$543 -4 -27%
GRP
536
Global Retirement Partners
California
$1.23K +$1.49K +11 New
BCH
537
Berkshire Capital Holdings
California
$1.12K -$9.45M -69,560 -100%
FFA
538
Farther Finance Advisors
California
$1.01K +$1.22K +9 New
MTIC
539
Missouri Trust & Investment Company
Missouri
$1K – – –
Jones Financial Companies
540
Jones Financial Companies
Missouri
$1K +$1.09K +8 New
FWM
541
Focused Wealth Management
New York
$895 -$61.1K -450 -98%
SWA
542
Sutton Wealth Advisors
Florida
$895 +$1.09K +8 New
PWMG
543
Prestige Wealth Management Group
New Jersey
$783 – – –
ZB
544
Zions Bancorporation
Utah
$671 -$1.36K -10 -63%
DSC
545
Duncker Streett & Co
Missouri
$671 – – –
CFO
546
CVA Family Office
Colorado
$560 -$679 -5 -50%
BAAM
547
Baker Avenue Asset Management
California
$560 +$679 +5 New
MWM
548
MinichMacGregor Wealth Management
New York
$559 +$679 +5 New
VCM
549
Versant Capital Management
Arizona
$224 -$4.08K -30 -94%
CPFP
550
Clear Perspectives Financial Planning
Ohio
$224 +$272 +2 New