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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
226
Compass Financial Services
Iowa
$482 +$560 +28 New
SWP
227
SIMA Wealth Partners
Virginia
$466 +$540 +27 New
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$391 – – –
AFG
229
Albion Financial Group
Utah
$380 – – –
T
230
Transce3nd
Texas
$379 +$440 +22 New
AWM
231
Activest Wealth Management
Florida
$362 – – –
PA
232
Pineridge Advisors
Missouri
$345 -$280 -14 -41%
GRP
233
Global Retirement Partners
California
$345 +$380 +19 +1,900%
NA
234
NewEdge Advisors
Louisiana
$327 -$540 -27 -59%
BWAM
235
Boyd Watterson Asset Management
Ohio
$310 – – –
OC
236
Oakworth Capital
Alabama
$276 -$320 -16 -50%
FFA
237
Farther Finance Advisors
California
$262 -$3.38K -169 -92%
PWA
238
Physician Wealth Advisors
Utah
$242 +$280 +14 New
RCM
239
Richardson Capital Management
Wisconsin
$241 – – –
MA
240
Modus Advisors
Minnesota
$241 +$280 +14 New
PP
241
PFS Partners
New Jersey
$195 – – –
AWM
242
Abound Wealth Management
Tennessee
$190 – – –
CSC
243
Caldwell Sutter Capital
California
$190 – – –
BIG
244
Brooklyn Investment Group
New York
$156 +$180 +9 New
CFS
245
CGC Financial Services
Oregon
$155 – – –
PWMG
246
Prestige Wealth Management Group
New Jersey
$138 -$360 -18 -69%
BGAI
247
Bruce G. Allen Investments
Colorado
$138 -$120 -6 -43%
MSG
248
Main Street Group
Virginia
$138 -$80 -4 -33%
CJH
249
Christopher J. Hasenberg
Wisconsin
$138 – – –
CA
250
CoreCap Advisors
Michigan
$138 – – –