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Name Holding Trade Value Shares
Change
Change in
Stake
DWS
851
Dynamic Wealth Strategies
California
$6K – – –
FMP
852
Financial Management Professionals
Texas
$6K +$4.18K +20 +182%
BC
853
Barrett & Company
Rhode Island
$5.82K – – –
PBK
854
Peoples Bank (Kansas)
Kansas
$5.82K – – –
TVWM
855
Tower View Wealth Management
Wisconsin
$5.62K – – –
AssetMark Inc
856
AssetMark Inc
California
$5.62K -$93.7K -448 -94%
BSB
857
Bangor Savings Bank
Maine
$5.43K – – –
RTL
858
Red Tortoise LLC
Georgia
$5.43K – – –
ZB
859
Zions Bancorporation
Utah
$5.04K -$15.7K -75 -74%
AA
860
Ancora Advisors
Ohio
$5.04K -$3.98K -19 -42%
EBA
861
Eagle Bay Advisors
New York
$5.04K – – –
HGERS
862
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
RWM
863
Raffa Wealth Management
District of Columbia
$4.85K – – –
W
864
WealthCollab
Washington
$4.26K – – –
AFS
865
Annapolis Financial Services
Maryland
$4.26K +$4.6K +22 New
LFG
866
Larson Financial Group
Missouri
$4.26K -$97.1K -464 -95%
SWM
867
Sugarloaf Wealth Management
Georgia
$4.26K – – –
LI
868
LRI Investments
Florida
$4.12K -$15.3K -73 -74%
AWM
869
Abound Wealth Management
Tennessee
$4.07K – – –
CA
870
Crewe Advisors
Utah
$3.88K – – –
FUBT
871
First United Bank & Trust
Maryland
$3.88K – – –
OA
872
Operose Advisors
Wisconsin
$3.88K – – –
CPA
873
Capital Performance Advisors
California
$3.88K +$4.18K +20 New
RL
874
Rogco LP
Oklahoma
$3.68K – – –
DFA
875
DHJJ Financial Advisors
Illinois
$3.49K -$1.05K -5 -22%