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