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Name Holding Trade Value Shares
Change
Change in
Stake
RWS
451
Retirement Wealth Solutions
Wisconsin
$1.51K +$85 +2 +7%
BGAI
452
Bruce G. Allen Investments
Colorado
$1.41K – – –
Park Place Capital
453
Park Place Capital
Alabama
$1.41K +$1.15K +27 New
Advisornet Financial
454
Advisornet Financial
Minnesota
$1.36K – – –
BHWM
455
Bay Harbor Wealth Management
Maryland
$1.3K +$171 +4 +19%
PWA
456
Principia Wealth Advisory
Texas
$1.25K -$43 -1 -4%
DiNuzzo Private Wealth
457
DiNuzzo Private Wealth
Pennsylvania
$1.2K -$256 -6 -21%
WA
458
WPG Advisers
Maryland
$1.2K +$982 +23 New
Ancora Advisors
459
Ancora Advisors
Ohio
$1.04K – – –
KG
460
Kilter Group
New York
$1.04K +$214 +5 +33%
AG
461
AmeriFlex Group
Nevada
$1.04K +$854 +20 New
RWM
462
Rialto Wealth Management
New York
$992 -$171 -4 -17%
TFC Financial Management
463
TFC Financial Management
Massachusetts
$992 – – –
Bogart Wealth LLC
464
Bogart Wealth LLC
Virginia
$940 +$769 +18 New
SouthState Corp
465
SouthState Corp
Florida
$940 +$769 +18 New
HIA
466
HFM Investment Advisors
New Jersey
$784 +$214 +5 +50%
Horizon Investments
467
Horizon Investments
North Carolina
$731 -$513 -12 -46%
Grove Bank & Trust
468
Grove Bank & Trust
Florida
$731 – – –
Salomon & Ludwin
469
Salomon & Ludwin
Virginia
$718 -$3.97K -93 -87%
PF
470
PlanVest Financial
Maryland
$679 – – –
National Bank of Canada
471
National Bank of Canada
Quebec, Canada
$626 – – –
CFM
472
Cornerstone Financial Management
Massachusetts
$626 +$513 +12 New
PS
473
Planning Strategies
Pennsylvania
$626 +$513 +12 New
Physician Wealth Advisors
474
Physician Wealth Advisors
Utah
$522 -$427 -10 -50%
Anchor Investment Management
475
Anchor Investment Management
South Carolina
$522 – – –