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Name Holding Trade Value Shares
Change
Change in
Stake
PS
626
PayPay Securities
Japan
$888
MG
627
Mather Group
Illinois
$885
HIW
628
Holos Integrated Wealth
Pennsylvania
$850
SIC
629
Salem Investment Counselors
North Carolina
$800
MCM
630
MV Capital Management
Maryland
$756 -$2.63K -56 -77%
NS
631
NBC Securities
Alabama
$710 -$703 -15 -48%
NEWAS
632
N.E.W. Advisory Services
Wisconsin
$666
VR
633
Vision Retirement
New Jersey
$666
SEP
634
Signature Equity Partners
Ohio
$666 +$281 +6 +67%
VWA
635
Valued Wealth Advisors
Utah
$578
TFM
636
TFC Financial Management
Massachusetts
$578 +$609 +13 New
TM
637
Torren Management
California
$577
UFF
638
USA Financial Formulas
Michigan
$489
IPS
639
Investors Portfolio Services
Washington
$444
MLA
640
MB, Levis & Associates
Pennsylvania
$444
HFS
641
Hughes Financial Services
Virginia
$444 +$141 +3 +43%
HHGA
642
Halbert Hargrove Global Advisors
California
$442 +$469 +10 New
SC
643
Solstein Capital
California
$400
APFP
644
Action Point Financial Planning
Michigan
$399 +$422 +9 New
GJIA
645
Glass Jacobson Investment Advisors
Maryland
$356
CCMI
646
Creative Capital Management Investments
California
$355 +$375 +8 New
KFI
647
Key Financial Inc
Pennsylvania
$311
SN
648
Sittner & Nelson
Oregon
$311
BMC
649
Bear Mountain Capital
Washington
$247
PWMG
650
Prestige Wealth Management Group
New Jersey
$223 +$141 +3 +150%