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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$5.93K -$1.67K -17 -22%
GBT
627
Grove Bank & Trust
Florida
$5.93K +$2.55K +26 +72%
SC
628
Stephens Consulting
Michigan
$5.17K – – –
LP
629
LMR Partners
United Kingdom
$5.17K -$1.15M -11,771 -100%
AWM
630
Abound Wealth Management
Tennessee
$5.07K -$981 -10 -16%
CFO
631
CVA Family Office
Colorado
$5.07K -$981 -10 -16%
IAG
632
Innovative Advisory Group
Massachusetts
$4.78K +$4.9K +50 New
TSMHT
633
Thurston Springer Miller Herd & Titak
Indiana
$4.78K – – –
SWM
634
Spire Wealth Management
Virginia
$4.69K -$98 -1 -2%
AEPWM
635
Atlantic Edge Private Wealth Management
Florida
$4.5K – – –
FWM
636
FLP Wealth Management
Arkansas
$4.5K +$4.61K +47 New
HNW
637
High Note Wealth
Minnesota
$4.4K +$4.51K +46 New
DIP
638
DT Investment Partners
Pennsylvania
$4.21K – – –
DF
639
Dunhill Financial
United Kingdom
$3.83K +$687 +7 +21%
KIM
640
Kestra Investment Management
Texas
$3.83K +$3.92K +40 New
PS
641
Pinney & Scofield
Massachusetts
$3.83K +$3.92K +40 New
RWS
642
Retirement Wealth Solutions
Wisconsin
$3.74K +$4.12K +42 New
HI
643
Harbour Investments
Wisconsin
$3.35K +$196 +2 +6%
PWA
644
Physician Wealth Advisors
Utah
$3.16K +$3.24K +33 New
CMBA
645
C.M. Bidwell & Associates
Hawaii
$3.06K -$147K -1,494 -98%
CAM
646
Close Asset Management
United Kingdom
$3K – – –
SO
647
Sierra Ocean
California
$2.96K +$3.04K +31 New
HIA
648
Harbor Investment Advisory
Maryland
$2.87K – – –
JFGIW
649
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.6K -$687 -7 -21%
RFG
650
REAP Financial Group
Texas
$2.39K – – –