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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
901
JFS Wealth Advisors
Pennsylvania
$11.4K +$6.9K +129 +269%
SWM
902
SHP Wealth Management
Massachusetts
$11.2K +$3.69K +69 +66%
PWA
903
Physician Wealth Advisors
Utah
$11K +$962 +18 +12%
1IA
904
1620 Investment Advisors
Massachusetts
$10.9K – – –
MI
905
Markowski Investments
Florida
$10.8K +$9.04K +169 New
FHC
906
First Horizon Corporation
Tennessee
$10.7K +$4.28K +80 +92%
KG
907
Kilter Group
New York
$10.7K -$1.66K -31 -16%
RF
908
Rossby Financial
Florida
$10.6K +$2.25K +42 +34%
BCM
909
Boreal Capital Management
Florida
$10.3K – – –
JSAM
910
J. Safra Asset Management
New York
$10.3K – – –
WA
911
Westfuller Advisors
New York
$10K -$8.07K -151 -49%
IWM
912
IMG Wealth Management
Florida
$9.95K +$53 +1 +0.6%
AFC
913
Ares Financial Consulting
California
$9.31K +$642 +12 +9%
CT
914
Clearstead Trust
Maine
$9.05K -$3.37K -63 -31%
BWL
915
Bogart Wealth LLC
Virginia
$8.6K +$1.55K +29 +28%
HNW
916
High Note Wealth
Minnesota
$8.35K +$855 +16 +14%
HWP
917
Highline Wealth Partners
California
$8.35K +$1.6K +30 +30%
VWA
918
Valued Wealth Advisors
Utah
$8.09K +$1.39K +26 +26%
WA
919
WPG Advisers
Maryland
$7.77K – – –
PB
920
Prosperity Bancshares
Texas
$7.7K – – –
RWM
921
Rialto Wealth Management
New York
$7.64K +$2.83K +53 +80%
GWS
922
Greykasell Wealth Strategies
California
$7.19K – – –
CMBA
923
C.M. Bidwell & Associates
Hawaii
$7.06K – – –
SSG
924
Summit Securities Group
New York
$7K +$1.71K +32 +42%
CFM
925
Cornerstone Financial Management
Massachusetts
$7K +$4.06K +76 +230%