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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1201
HFM Investment Advisors
New Jersey
$4.64K +$2.26K +7 +100%
AEPWM
1202
Atlantic Edge Private Wealth Management
Florida
$4.31K
CBT
1203
Crews Bank & Trust
Florida
$4.31K
FCAS
1204
First Command Advisory Services
Texas
$4.31K +$968 +3 +30%
APW
1205
Aventura Private Wealth
Florida
$4.31K +$4.19K +13 New
DF
1206
Dunhill Financial
United Kingdom
$4.13K +$323 +1 +9%
CA
1207
Crewe Advisors
Utah
$3.98K +$3.87K +12 New
CHC
1208
City Holding Co
West Virginia
$3.98K
WB
1209
Webster Bank
Connecticut
$3.98K
BHWM
1210
Beaird Harris Wealth Management
Texas
$3.71K
CWP
1211
Clark Wealth Partners
Illinois
$3.65K +$3.55K +11 New
EWM
1212
Evolution Wealth Management
Florida
$3.65K +$3.55K +11 New
PS
1213
Planning Strategies
Pennsylvania
$3.65K +$3.55K +11 New
KFG
1214
Kingdom Financial Group
Arizona
$3.45K -$13.9K -43 -81%
NFSG
1215
Newbridge Financial Services Group
Florida
$3.36K
TFM
1216
TFC Financial Management
Massachusetts
$3.32K +$645 +2 +25%
BH
1217
Burk Holdings
Oklahoma
$3.32K
DF
1218
DecisionPoint Financial
Arizona
$2.75K -$323 -1 -11%
ACA
1219
American Capital Advisory
Idaho
$2.65K -$323 -1 -11%
CC
1220
Corsicana & Co
Texas
$2.65K
FG
1221
Fairman Group
Pennsylvania
$2.65K
BFPW
1222
BOK Financial Private Wealth
Colorado
$2.65K +$2.58K +8 New
MAS
1223
MPWM Advisory Solutions
Georgia
$2.32K
PPC
1224
Park Place Capital
Alabama
$2.32K
PS
1225
PayPay Securities
Japan
$2.32K