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Name Holding Trade Value Shares
Change
Change in
Stake
SO
626
Sierra Ocean
California
$6.97K
DF
627
Dunhill Financial
United Kingdom
$6.55K -$361 -1 -5%
VNA
628
Valley National Advisers
Pennsylvania
$6K +$723 +2 +13%
GFPC
629
Global Financial Private Client
Florida
$5.23K +$3.25K +9 +150%
PWMG
630
Prestige Wealth Management Group
New Jersey
$4.88K
SIC
631
SJS Investment Consulting
Ohio
$4.88K
AWM
632
Abound Wealth Management
Tennessee
$4.53K -$1.08K -3 -19%
DPW
633
DiNuzzo Private Wealth
Pennsylvania
$4.53K
QC
634
Quent Capital
New York
$4.53K
SIM
635
Synergy Investment Management
Florida
$4.18K
Federated Hermes
636
Federated Hermes
Pennsylvania
$3.84K -$86.4K -239 -96%
LFA
637
LGT Financial Advisors
Texas
$3.84K -$23.1K -64 -85%
BIA
638
Bell Investment Advisors
California
$3.84K
HIA
639
Harbor Investment Advisory
Maryland
$3.84K
RWM
640
Raffa Wealth Management
District of Columbia
$3.49K
WPA
641
Wealth Preservation Advisors
Tennessee
$3.49K +$3.61K +10 New
OP
642
ORG Partners
Indiana
$3.17K
HI
643
Harbour Investments
Wisconsin
$3.14K
HPC
644
HM Payson & Co
Maine
$2.79K
PWA
645
Provenance Wealth Advisors
Florida
$2.79K
BCM
646
Blume Capital Management
California
$2.79K +$2.89K +8 New
AF
647
Advisornet Financial
Minnesota
$2.44K +$361 +1 +17%
KIM
648
Kestra Investment Management
Texas
$2.09K -$302K -835 -99%
RCM
649
Raleigh Capital Management
North Carolina
$2.09K -$15.9K -44 -88%
HFS
650
Hughes Financial Services
Virginia
$1.76K +$1.81K +5 New