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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
526
Trust Company of Toledo
Ohio
$3.59K – – –
OCWP
527
Owl Creek Wealth Partners
Colorado
$3.59K +$4.03K +21 New
JWM
528
JPL Wealth Management
Colorado
$3.42K +$3.84K +20 New
EC
529
Elequin Capital
New York
$3.08K +$3.46K +18 New
TPWA
530
Twin Peaks Wealth Advisors
California
$3.08K +$3.46K +18 New
CI
531
CX Institutional
Indiana
$3K +$3.07K +16 New
HPC
532
HM Payson & Co
Maine
$2.91K – – –
AFG
533
Albion Financial Group
Utah
$2.74K +$1.73K +9 +129%
SIS
534
Sound Income Strategies
Florida
$2.59K – – –
B
535
Bayban
Minnesota
$2.39K +$2.69K +14 New
WB
536
Webster Bank
Connecticut
$2.05K – – –
CAL
537
Capital Advisors Ltd
Ohio
$2K – – –
RWM
538
Raffa Wealth Management
District of Columbia
$1.88K – – –
PWPS
539
Pinnacle Wealth Planning Services
Ohio
$1.88K +$384 +2 +22%
CH
540
Cromwell Holdings
Wyoming
$1.71K – – –
SFS
541
Sunrise Financial Services
Washington
$1.71K – – –
WA
542
Whipplewood Advisors
Colorado
$1.71K +$1.92K +10 New
RWM
543
Rialto Wealth Management
New York
$1.54K +$192 +1 +13%
CIAM
544
Caitong International Asset Management
Hong Kong
$1.54K +$1.73K +9 New
CFM
545
Cornerstone Financial Management
Massachusetts
$1.37K +$576 +3 +60%
TFA
546
Transamerica Financial Advisors
Florida
$1.2K -$1.34K -7 -50%
BHWM
547
Bay Harbor Wealth Management
Maryland
$1.03K +$384 +2 +50%
SWM
548
SHP Wealth Management
Massachusetts
$1.03K +$1.15K +6 New
ZBNA
549
Zions Bancorporation, National Association
Utah
$1.03K +$1.15K +6 New
PWMG
550
Prestige Wealth Management Group
New Jersey
$855 – – –