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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Clearstead Trust
Maine
$3.87K -$4.31K -92 -51%
CPG
577
Cornerstone Planning Group
New Jersey
$3.83K -$562 -12 -13%
SWM
578
Spire Wealth Management
Virginia
$3.73K -$375 -8 -9%
FHC
579
First Horizon Corporation
Tennessee
$3.64K +$3.56K +76 +1,267%
SGFG
580
Silver Grove Financial Group
New York
$3.6K +$3.8K +81 New
FDW
581
Fourth Dimension Wealth
Ohio
$3.46K – – –
TCM
582
Tradewinds Capital Management
Washington
$3.33K -$7.03K -150 -67%
T
583
Tidemark
California
$3.33K – – –
FA
584
Fedenia Advisers
Wisconsin
$3.33K +$3.52K +75 New
CFD
585
Creative Financial Designs
Indiana
$3.29K -$4.69K -100 -57%
HC
586
Hurley Capital
New York
$3.24K – – –
KG
587
Kilter Group
New York
$3.2K +$2.11K +45 +167%
MWA
588
Medallion Wealth Advisors
Connecticut
$3.15K – – –
JWM
589
JPL Wealth Management
Colorado
$3.15K +$1.22K +26 +58%
FAM
590
Fulcrum Asset Management
United Kingdom
$3.02K +$3.14K +67 New
IAS
591
IMA Advisory Services
Colorado
$2.93K -$663K -14,151 -100%
CH
592
Cromwell Holdings
Wyoming
$2.93K +$3.09K +66 New
VNA
593
Valley National Advisers
Pennsylvania
$2.8K -$1.13K -24 -28%
PWA
594
Physician Wealth Advisors
Utah
$2.75K -$4.59K -98 -61%
GSWM
595
Golden State Wealth Management
California
$2.75K -$94 -2 -3%
AA
596
Addison Advisors
Vermont
$2.71K -$5.81K -124 -67%
BIAS
597
Beacon Investment Advisory Services
New Jersey
$2.67K -$60.9K -1,300 -96%
MCM
598
Manchester Capital Management
Vermont
$2.58K +$375 +8 +16%
RWS
599
Retirement Wealth Solutions
Wisconsin
$2.44K +$797 +17 +45%
PS
600
Planning Strategies
Pennsylvania
$2.31K +$2.44K +52 New
22 23
24
25 26