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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
901
Innovative Advisory Group
Massachusetts
$2.4K – – –
SJIM
902
St. Johns Investment Management
Florida
$2.4K – – –
VWWMG
903
Vermillion & White Wealth Management Group
Pennsylvania
$2.4K +$2.11K +20 New
HIA
904
HFM Investment Advisors
New Jersey
$2.04K +$106 +1 +6%
KFI
905
Key Financial Inc
Pennsylvania
$2.04K +$739 +7 +70%
MWA
906
Medallion Wealth Advisors
Connecticut
$1.8K – – –
W
907
WealthCollab
Washington
$1.8K – – –
ACA
908
American Capital Advisory
Idaho
$1.8K +$528 +5 +50%
GA
909
Guerra Advisors
Florida
$1.8K +$1.58K +15 New
TCM
910
TD Capital Management
Tennessee
$1.56K – – –
AF
911
Advisornet Financial
Minnesota
$1.56K +$422 +4 +44%
TPBG
912
Turning Point Benefit Group
Maryland
$1.44K +$1.27K +12 New
IAS
913
IMA Advisory Services
Colorado
$1.32K +$528 +5 +83%
FC
914
Financial Consulate
Maryland
$1.2K +$1.06K +10 New
RWS
915
Retirement Wealth Solutions
Wisconsin
$1.2K +$1.06K +10 New
QWM
916
Quaker Wealth Management
New Jersey
$960 +$317 +3 +60%
SA
917
Seneschal Advisors
Washington
$960 +$845 +8 New
CJ
918
Caitlin John
Michigan
$959 +$845 +8 New
DF
919
DecisionPoint Financial
Arizona
$839 – – –
GSWM
920
Golden State Wealth Management
California
$719 – – –
AWM
921
Activest Wealth Management
Florida
$719 +$634 +6 New
DCM
922
Davis Capital Management
Florida
$719 +$634 +6 New
NSIM
923
North Star Investment Management
Illinois
$719 +$634 +6 New
MHR
924
Matthew Hamilton Rosenberg
$600 – – –
BIM
925
Breakwater Investment Management
Washington
$600 +$528 +5 New