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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
601
Wealth Preservation Advisors
Tennessee
$12.1K
HBW
602
Hazlett, Burt & Watson
West Virginia
$12K +$9.32K +164 +482%
FC
603
Financial Consulate
Maryland
$11.6K +$2.78K +49 +34%
RWS
604
Retirement Wealth Solutions
Wisconsin
$11K -$2.5K -44 -19%
OP
605
ORG Partners
Indiana
$10.4K
TPCW
606
TD Private Client Wealth
New York
$10.1K -$115K -2,031 -92%
NFSG
607
Newbridge Financial Services Group
Florida
$10.1K
SEP
608
Signature Equity Partners
Ohio
$9.96K +$9.38K +165 New
CFD
609
Creative Financial Designs
Indiana
$9.92K
AAG
610
Armstrong Advisory Group
Massachusetts
$9.66K
BIM
611
Breakwater Investment Management
Washington
$9.66K
NSIM
612
North Star Investment Management
Illinois
$9.6K +$6.36K +112 +238%
PWA
613
Principia Wealth Advisory
Texas
$9.48K
EPIMS
614
Evelyn Partners Investment Management Services
$9.36K
AWM
615
Abound Wealth Management
Tennessee
$9.24K +$7.27K +128 +512%
CTB
616
Country Trust Bank
Illinois
$9.06K
CB
617
Community Bank
New York
$9.05K
KFAS
618
Keating Financial Advisory Services
Kansas
$8.94K +$8.41K +148 New
RWM
619
Raffa Wealth Management
District of Columbia
$8.69K +$5.74K +101 +235%
OPTFSNA
620
Old Point Trust & Financial Services N A
Virginia
$8.63K
GSWM
621
Golden State Wealth Management
California
$8.62K
RWA
622
Redmont Wealth Advisors
Illinois
$8.15K
W
623
WealthCollab
Washington
$7.61K +$2.39K +42 +50%
GWS
624
Greykasell Wealth Strategies
California
$7.24K +$6.82K +120 New
TAM
625
Tucker Asset Management
Colorado
$6.58K +$6.19K +109 New