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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
951
Raffa Wealth Management
District of Columbia
$8.83K
BC
952
Barrett & Company
Rhode Island
$8.55K
EWP
953
Elevation Wealth Partners
California
$8.55K
CFGS
954
Concourse Financial Group Securities
Alabama
$8.54K +$893 +3 +11%
AWM
955
Abound Wealth Management
Tennessee
$8.26K +$1.19K +4 +16%
TVWM
956
Tower View Wealth Management
Wisconsin
$8K
BSB
957
Bangor Savings Bank
Maine
$7.98K
BCM
958
Blume Capital Management
California
$7.12K -$8.63K -29 -54%
RCM
959
Raleigh Capital Management
North Carolina
$7.12K +$7.44K +25 New
HFS
960
Hantz Financial Services
Michigan
$7K
SWA
961
Sutton Wealth Advisors
Florida
$6.55K -$893 -3 -12%
CP
962
Castleview Partners
Texas
$6.55K
SWM
963
Sugarloaf Wealth Management
Georgia
$6.27K -$19.3K -65 -75%
BAM
964
Byrne Asset Management
New Jersey
$6K +$6.25K +21 New
SIC
965
SJS Investment Consulting
Ohio
$5.41K +$595 +2 +12%
WAS
966
Winch Advisory Services
Wisconsin
$5K +$4.76K +16 New
PMFA
967
Plante Moran Financial Advisors
Michigan
$4.84K -$32.7K -110 -87%
LSA
968
Lansing Street Advisors
Pennsylvania
$4.84K
SWA
969
SOA Wealth Advisors
New York
$4.56K
PCTC
970
Perkins Coie Trust Company
Washington
$4.56K
BG
971
Bollard Group
Massachusetts
$4K +$4.46K +15 New
AW
972
Avion Wealth
Texas
$4K +$4.76K +16 New
HCM
973
Hollencrest Capital Management
California
$3.7K
CFD
974
Creative Financial Designs
Indiana
$3.42K -$6.55K -22 -65%
CCA
975
Column Capital Advisors
Indiana
$3.13K