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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
426
TS Financial Group (TSFG)
Illinois
$8K – – –
GI
427
GAMMA Investing
California
$7.89K -$1.73K -14 -17%
BLC
428
Brown, Lisle/Cummings
Rhode Island
$7.77K -$2.1K -17 -20%
APFP
429
Action Point Financial Planning
Michigan
$7.77K +$8.67K +70 New
NEWAS
430
N.E.W. Advisory Services
Wisconsin
$7.54K – – –
HWP
431
Highline Wealth Partners
California
$7.43K – – –
PWA
432
Physician Wealth Advisors
Utah
$7.43K +$2.35K +19 +41%
HWM
433
HighMark Wealth Management
Minnesota
$7.2K – – –
WETS
434
Wealth Enhancement Trust Services
South Dakota
$6.57K – – –
AWM
435
Abound Wealth Management
Tennessee
$6.51K – – –
PFBT
436
Parkside Financial Bank & Trust
Missouri
$6.17K -$248 -2 -4%
EP
437
Evelyn Partners
$6.17K +$6.69K +54 New
PTC
438
Private Trust Company
Ohio
$6.06K -$2.35K -19 -26%
HNW
439
High Note Wealth
Minnesota
$5.94K – – –
OCM
440
Orion Capital Management
California
$5.94K – – –
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$5.71K – – –
MFC
442
Mechanics Financial Corp
Ohio
$5.71K – – –
CA
443
CoreCap Advisors
Michigan
$5.71K +$3.71K +30 +150%
BIA
444
Bell Investment Advisors
California
$5.6K +$2.35K +19 +63%
SFG
445
Strive Financial Group
Indiana
$5.26K -$248 -2 -4%
RDFA
446
Ritter Daniher Financial Advisory
Ohio
$5.14K – – –
MCA
447
McGuire Capital Advisors
Oklahoma
$4.57K – – –
SIC
448
Salem Investment Counselors
North Carolina
$4.57K – – –
CIA
449
Cape Investment Advisory
Georgia
$4.57K +$4.95K +40 New
KG
450
Kilter Group
New York
$4.57K +$4.95K +40 New