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Name Holding Trade Value Shares
Change
Change in
Stake
VR
201
Vision Retirement
New Jersey
$6.14K
FFA
202
Frazier Financial Advisors
Ohio
$6.07K
UIA
203
Ulland Investment Advisors
Minnesota
$6K
US Bancorp
204
US Bancorp
Minnesota
$5.46K
Q1WB
205
Quest 10 Wealth Builders
Virginia
$5.16K +$5.16K +34 New
IA
206
IFP Advisors
Florida
$4.55K +$4.55K +30 New
W
207
WealthCollab
Washington
$4.25K
BL
208
BFSG LLC
California
$3.64K
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$3.18K +$3.18K +21 New
CFO
210
CVA Family Office
Colorado
$2.73K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$2.43K -$29.6K -195 -92%
BIA
212
Bell Investment Advisors
California
$2.27K
CFM
213
Cornerstone Financial Management
Massachusetts
$1.97K +$455 +3 +30%
NP
214
Ninepoint Partners
Ontario, Canada
$1.97K +$1.97K +13 New
BFS
215
Bare Financial Services
Pennsylvania
$1.52K
Jones Financial Companies
216
Jones Financial Companies
Missouri
$920 +$910 +6 New
SS
217
Sunbelt Securities
Texas
$910 +$910 +6 New
PWA
218
Physician Wealth Advisors
Utah
$607 +$606 +4 New
KG
219
Kilter Group
New York
$455
SHIM
220
Stone House Investment Management
Pennsylvania
$455 +$455 +3 New
RFP
221
Root Financial Partners
California
$303
HNB
222
Huntington National Bank
Ohio
$152
PA
223
Parallel Advisors
California
$152 +$152 +1 New
AF
224
Allworth Financial
California
$22
ACM
225
Analog Century Management
New York
-$73.8M -693,720 Closed