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Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Advisornet Financial
Minnesota
$4.38K
SWM
502
Spire Wealth Management
Virginia
$3.63K
AS
503
Altshuler Shaham
Israel
$3.41K +$3.99K +7 New
Jones Financial Companies
504
Jones Financial Companies
Missouri
$3.36K
CTC
505
Central Trust Company
Missouri
$2.92K -$1.14K -2 -25%
WWM
506
Wolff Wiese Magana
California
$2.92K
FFO
507
Fortitude Family Office
Arizona
$2.92K +$1.71K +3 +100%
NC
508
NewSquare Capital
Pennsylvania
$2.92K +$2.28K +4 +200%
S
509
Sachetta
Massachusetts
$2.92K +$2.28K +4 +200%
SA
510
Scarborough Advisors
Maryland
$2.92K +$3.42K +6 New
CT
511
Colonial Trust
South Carolina
$2.88K
MCM
512
MV Capital Management
Maryland
$2.44K -$1.14K -2 -29%
FMP
513
Financial Management Professionals
Texas
$2.44K
RTL
514
Red Tortoise LLC
Georgia
$2.44K
CPG
515
Cornerstone Planning Group
New Jersey
$2.14K -$3.99K -7 -58%
VWA
516
Valued Wealth Advisors
Utah
$1.96K
PWMG
517
Private Wealth Management Group
New Jersey
$1.95K
W
518
WealthCollab
Washington
$1.95K
BFS
519
Bare Financial Services
Pennsylvania
$1.95K +$2.28K +4 New
TIM
520
Tortoise Investment Management
New York
$1.95K +$2.28K +4 New
CIAM
521
Caitong International Asset Management
Hong Kong
$1.46K -$54.7K -96 -97%
TWD
522
True Wealth Design
Ohio
$1.46K
AA
523
Ancora Advisors
Ohio
$1.46K +$1.71K +3 New
MA
524
Montag & Associates
Georgia
$1.36K
AW
525
Avion Wealth
Texas
$1K +$570 +1 +50%