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Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Barrett & Company
Rhode Island
$1.01K
PWM
302
Proathlete Wealth Management
Florida
$822
TAM
303
Tucker Asset Management
Colorado
$809 +$957 +60 New
EAM
304
Eukles Asset Management
Ohio
$741
IA
305
IFS Advisors
Kansas
$674
PFBT
306
Parkside Financial Bank & Trust
Missouri
$580 +$686 +43 New
BIA
307
Bell Investment Advisors
California
$553
SWA
308
SOA Wealth Advisors
New York
$539
SWM
309
SHP Wealth Management
Massachusetts
$539 +$638 +40 New
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$526
FFO
311
Fortitude Family Office
Arizona
$472 -$3.75K -235 -87%
CIAM
312
Caitong International Asset Management
Hong Kong
$445 -$16.7K -1,045 -97%
MA
313
Montag & Associates
Georgia
$405 -$13.4K -839 -97%
VR
314
Vision Retirement
New Jersey
$404 +$479 +30 New
YP
315
YANKCOM Partnership
South Dakota
$377 +$447 +28 New
PWA
316
Physician Wealth Advisors
Utah
$351 +$415 +26 New
JFA
317
JNBA Financial Advisors
Minnesota
$270
KFP
318
Kerr Financial Planning
California
$257
FC
319
Fairscale Capital
New Hampshire
$229
GSWM
320
Golden State Wealth Management
California
$189 -$255 -16 -53%
HC
321
Hurley Capital
New York
$135
SIS
322
Strategic Investment Solutions
Illinois
$135
CJ
323
Caitlin John
Michigan
$135 +$160 +10 New
GFA
324
Godfrey Financial Associates
New York
$135 +$160 +10 New
NA
325
Networth Advisors
Pennsylvania
$94 +$112 +7 New