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Name Holding Trade Value Shares
Change
Change in
Stake
HF
601
Halpern Financial
Virginia
$12.7K – – –
SVCP
602
Silicon Valley Capital Partners
California
$12.4K – – –
AEPWM
603
Atlantic Edge Private Wealth Management
Florida
$12.4K – – –
CA
604
Continuum Advisory
Idaho
$12.1K – – –
AA
605
AlphaMark Advisors
Kentucky
$12K – – –
CAM
606
Creekmur Asset Management
Illinois
$11.9K -$13.3K -240 -56%
AW
607
Avion Wealth
Texas
$11K – – –
GGI
608
Godsey & Gibb Inc
Virginia
$10.9K +$9.66K +175 New
TWD
609
True Wealth Design
Ohio
$10.7K -$331 -6 -3%
MSG
610
Main Street Group
Virginia
$10.2K – – –
AAG
611
Armstrong Advisory Group
Massachusetts
$9.94K -$3.75K -68 -30%
BIM
612
Breakwater Investment Management
Washington
$9.94K – – –
CFD
613
Creative Financial Designs
Indiana
$9.78K – – –
GFPC
614
Global Financial Private Client
Florida
$9.69K +$8.62K +156 New
OPTFSNA
615
Old Point Trust & Financial Services N A
Virginia
$8.88K – – –
RWA
616
Redmont Wealth Advisors
Illinois
$8.38K – – –
WT
617
Washington Trust
Rhode Island
$8.26K – – –
RS
618
Rakuten Securities
Japan
$8.01K +$1.6K +29 +29%
BHWM
619
Beaird Harris Wealth Management
Texas
$7.76K – – –
WWP
620
WR Wealth Planners
Missouri
$7.76K – – –
CSC
621
Caldwell Sutter Capital
California
$6.52K – – –
PWMG
622
Prestige Wealth Management Group
New Jersey
$6.36K – – –
SRCM
623
Signature Resources Capital Management
California
$6.33K – – –
FCMT
624
Founders Capital Management (Texas)
Texas
$6.27K – – –
OW
625
Olistico Wealth
Oklahoma
$6.21K – – –