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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
501
Pinnacle Wealth Planning Services
Ohio
$8.95K -$186K -1,374 -96%
JWA
502
JFS Wealth Advisors
Pennsylvania
$8.79K – – –
CCMI
503
Creative Capital Management Investments
California
$8.17K +$2.3K +17 +49%
NSIM
504
North Star Investment Management
Illinois
$7.85K – – –
TPCW
505
TD Private Client Wealth
New York
$7.38K +$2.43K +18 +62%
GSWM
506
Golden State Wealth Management
California
$7.07K – – –
APFP
507
Action Point Financial Planning
Michigan
$7.07K +$6.36K +47 New
GIA
508
GHP Investment Advisors
Colorado
$6.28K – – –
PGAM
509
Princeton Global Asset Management
New Jersey
$6.28K – – –
CFO
510
CVA Family Office
Colorado
$5.97K – – –
AW
511
Avion Wealth
Texas
$5K +$406 +3 +10%
CT
512
Colonial Trust
South Carolina
$4.68K -$2.03K -15 -33%
SWM
513
SHP Wealth Management
Massachusetts
$4.08K – – –
SN
514
Sittner & Nelson
Oregon
$4.08K – – –
II
515
Inspire Investing
Idaho
$4.06K +$3.52K +26 New
DWM
516
Dogwood Wealth Management
Kansas
$3.77K +$3.25K +24 New
Toronto Dominion Bank
517
Toronto Dominion Bank
Ontario, Canada
$3.74K +$3.25K +24 New
HNW
518
High Note Wealth
Minnesota
$3.3K – – –
CH
519
Cromwell Holdings
Wyoming
$2.83K +$2.43K +18 New
FHC
520
First Horizon Corporation
Tennessee
$2.83K +$2.43K +18 New
CJ
521
Caitlin John
Michigan
$2.83K – – –
TWD
522
True Wealth Design
Ohio
$2.51K -$1.08K -8 -33%
AF
523
Advisornet Financial
Minnesota
$2.51K – – –
PWA
524
Physician Wealth Advisors
Utah
$2.36K +$406 +3 +25%
VWM
525
Vermillion Wealth Management
Minnesota
$2.35K -$811 -6 -29%