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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1601
Evolution Wealth Management
Florida
$6.58K – – –
HFS
1602
Horizon Financial Services
North Carolina
$6.58K +$2.22K +20 +50%
ACA
1603
Atlas Capital Advisors
Wyoming
$6.58K – – –
WA
1604
Westfuller Advisors
New York
$6.51K -$554 -5 -8%
GTAM
1605
Global Trust Asset Management
Florida
$6.36K – – –
DWM
1606
Dogwood Wealth Management
Kansas
$6.36K +$776 +7 +14%
FF
1607
Friedenthal Financial
New Jersey
$6.25K – – –
MAFA
1608
MJT & Associates Financial Advisory
Minnesota
$6.25K – – –
JFG
1609
JDM Financial Group
Texas
$6.14K – – –
AP
1610
Aspect Partners
Virginia
$5.92K +$332 +3 +6%
CT
1611
Clearstead Trust
Maine
$5.6K – – –
W
1612
WealthCollab
Washington
$5.6K – – –
DF
1613
Dunhill Financial
United Kingdom
$5.59K -$111 -1 -2%
TVWM
1614
Tower View Wealth Management
Wisconsin
$5.49K +$5.54K +50 New
MS
1615
Monetary Solutions
Ohio
$5.27K – – –
VNA
1616
Valley National Advisers
Pennsylvania
$5K -$5.54K -50 -51%
CMP
1617
Coston McIsaac & Partners
Maine
$5K – – –
RBC
1618
Roble Belko & Company
Pennsylvania
$5K – – –
BFS
1619
Burkett Financial Services
South Carolina
$4.51K +$111 +1 +3%
PWA
1620
Principia Wealth Advisory
Texas
$4.5K +$554 +5 +14%
EP
1621
Essential Partners
California
$4.28K -$159K -1,438 -97%
TC
1622
Truvestments Capital
Florida
$4.28K – – –
UFPG
1623
United Financial Planning Group
New York
$4.17K – – –
1NWS
1624
1 North Wealth Services
Maryland
$3.95K – – –
VWM
1625
Vermillion Wealth Management
Minnesota
$3.84K +$3.88K +35 New