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Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
601
Founders Capital Management (Texas)
Texas
$4.93K – – –
AEPWM
602
Atlantic Edge Private Wealth Management
Florida
$4.88K -$5.44K -100 -50%
OW
603
Olistico Wealth
Oklahoma
$4.88K – – –
PWMG
604
Prestige Wealth Management Group
New Jersey
$4.88K – – –
B
605
Birchbrook
Maine
$4.54K – – –
RWM
606
Rialto Wealth Management
New York
$4.44K +$4.95K +91 New
AW
607
Avion Wealth
Texas
$4K -$5.44K -100 -53%
CT
608
Coastline Trust
Rhode Island
$3.91K – – –
RWM
609
Raffa Wealth Management
District of Columbia
$3.91K – – –
KIM
610
Kestra Investment Management
Texas
$3.62K +$4.02K +74 New
AFG
611
Albion Financial Group
Utah
$3.56K +$3.97K +73 New
BOJHT
612
Bank of Jackson Hole Trust
Wyoming
$3.42K +$3.81K +70 New
DWM
613
Darwin Wealth Management
Florida
$3.32K +$3.7K +68 New
SIC
614
SJS Investment Consulting
Ohio
$3.1K +$109 +2 +3%
WA
615
WPG Advisers
Maryland
$3.08K +$3.42K +63 New
GEA
616
Glen Eagle Advisors
New Jersey
$3.01K +$54 +1 +2%
SPF
617
South Plains Financial
Texas
$2.98K +$3.32K +61 New
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$2.88K – – –
CAWM
619
Capital A Wealth Management
Pennsylvania
$2.64K +$2.94K +54 New
FFO
620
Fortitude Family Office
Arizona
$2.64K +$2.94K +54 New
GFPC
621
Global Financial Private Client
Florida
$2.39K -$5.82K -107 -69%
WPWM
622
Western Pacific Wealth Management
Illinois
$2.37K +$109 +2 +4%
CT
623
Colonial Trust
South Carolina
$2.16K – – –
MA
624
MCF Advisors
Kentucky
$2.15K – – –
PWA
625
Physician Wealth Advisors
Utah
$2.15K +$2.39K +44 New